+417.4%
WDC vs ARES
-18.2%
+435.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.8% | +6.1% |
| 7D | +1.7% | -1.7% | +3.4% | +2.1% |
| 30D | -10.0% | +0.3% | -10.2% | -10.1% |
| 3M | -18.8% | +8.5% | -27.2% | -20.1% |
| 6M | +79.0% | +23.5% | +55.6% | +68.4% |
| YTD | +171.6% | -11.2% | +182.8% | +171.7% |
| 1Y | +417.4% | -19.3% | +436.7% | +428.1% |
| All | +417.4% | -18.2% | +435.6% | +428.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling