+1,127.5%
ARES vs WY
+12.6%
+1,114.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.1% |
| 7D | +0.5% | -0.8% | +1.3% | +0.9% |
| 30D | +19.7% | +10.1% | +9.6% | +14.1% |
| 3M | -9.0% | -15.4% | +6.4% | -1.4% |
| 6M | +11.5% | -8.3% | +19.9% | +15.6% |
| YTD | -13.8% | -9.8% | -4.0% | -10.6% |
| 1Y | -5.6% | -3.9% | -1.7% | -5.3% |
| 3Y | +36.1% | -23.3% | +59.4% | +49.8% |
| 5Y | +82.7% | -31.2% | +113.9% | +114.3% |
| 10Y | +1,101.7% | +5.5% | +1,096.1% | +921.7% |
| All | +1,127.5% | +12.6% | +1,114.9% | +987.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling