+12.0%
WBD vs ARES
+971.5%
-959.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +2.2% |
| 7D | -0.6% | -7.7% | +7.1% | +2.6% |
| 30D | +4.2% | -8.7% | +12.9% | +7.8% |
| 3M | +7.5% | +2.8% | +4.7% | +5.0% |
| 6M | +1.6% | +23.1% | -21.5% | -9.2% |
| YTD | -2.2% | -17.3% | +15.1% | +2.1% |
| 1Y | +124.9% | -24.3% | +149.2% | +142.9% |
| 3Y | +149.1% | +34.9% | +114.2% | +105.9% |
| 5Y | +7.8% | +93.5% | -85.6% | -24.1% |
| All | +12.0% | +971.5% | -959.5% | -50.9% |
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