+1,164.6%
ARES vs WY
+24.6%
+1,140.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.4% |
| 7D | -1.7% | -1.7% | +0.1% | -0.8% |
| 30D | +0.3% | -10.1% | +10.4% | +5.6% |
| 3M | +8.5% | -5.1% | +13.6% | +10.8% |
| 6M | +23.5% | -4.8% | +28.3% | +25.6% |
| YTD | -11.2% | -0.2% | -11.0% | -12.3% |
| 1Y | -19.3% | -6.6% | -12.7% | -17.9% |
| 3Y | +48.7% | -22.7% | +71.4% | +63.3% |
| 5Y | +106.5% | -22.2% | +128.7% | +127.9% |
| 10Y | +1,055.3% | +7.3% | +1,048.0% | +859.7% |
| All | +1,164.6% | +24.6% | +1,140.1% | +967.2% |
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