+1,474.6%
HWM vs ARES
+1,112.4%
+362.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.5% |
| 7D | +7.3% | +0.5% | +6.8% | +7.1% |
| 30D | +1.6% | +19.7% | -18.1% | -6.5% |
| 3M | -21.9% | -9.0% | -12.9% | -19.2% |
| 6M | -19.0% | +11.5% | -30.6% | -24.3% |
| YTD | +7.9% | -13.8% | +21.8% | +10.5% |
| 1Y | +9.9% | -5.6% | +15.5% | +7.2% |
| 3Y | +342.1% | +36.1% | +306.0% | +252.3% |
| 5Y | +600.8% | +82.7% | +518.1% | +364.1% |
| All | +1,474.6% | +1,112.4% | +362.2% | +411.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 10y: compounded portfolio wealth divided by compounded ARES 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…
10y analysis · Full analysis span regression · 6 months rolling