+1,359.8%
WDC vs ARES
+47.3%
+1,312.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.6% |
| 7D | +6.0% | -0.3% | +6.3% | +6.1% |
| 30D | +9.9% | +1.3% | +8.6% | +8.9% |
| 3M | -9.4% | +10.4% | -19.8% | -14.5% |
| 6M | +94.7% | +29.0% | +65.7% | +67.6% |
| YTD | +177.4% | -12.2% | +189.6% | +189.6% |
| 1Y | +412.6% | -18.4% | +431.0% | +454.5% |
| 3Y | +1,359.8% | +43.2% | +1,316.6% | +998.9% |
| All | +1,359.8% | +47.3% | +1,312.5% | +998.9% |
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 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