+386.0%
WDC vs ARES
-22.9%
+408.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.8% | -1.6% | -3.8% |
| 7D | +4.4% | -7.7% | +12.1% | +6.2% |
| 30D | +5.3% | -8.7% | +14.0% | +7.2% |
| 3M | -5.9% | +2.8% | -8.8% | -6.6% |
| 6M | +73.2% | +23.1% | +50.2% | +62.7% |
| YTD | +167.8% | -17.3% | +185.1% | +172.4% |
| 1Y | +386.0% | -24.3% | +410.3% | +407.9% |
| All | +386.0% | -22.9% | +408.8% | +407.9% |
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 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