+342.1%
HWM vs ARES
+37.5%
+304.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.4% |
| 7D | +7.3% | +0.5% | +6.8% | +7.1% |
| 30D | +1.6% | +19.7% | -18.1% | -4.7% |
| 3M | -21.9% | -9.0% | -12.9% | -19.6% |
| 6M | -19.0% | +11.5% | -30.6% | -23.1% |
| YTD | +7.9% | -13.8% | +21.8% | +12.8% |
| 1Y | +9.9% | -5.6% | +15.5% | +8.9% |
| 3Y | +342.1% | +36.1% | +306.0% | +292.1% |
| All | +342.1% | +37.5% | +304.6% | +292.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling