+991.6%
WDC vs ARES
+97.0%
+894.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +2.6% |
| 7D | +7.5% | -2.7% | +10.1% | +8.8% |
| 30D | +10.1% | -2.4% | +12.4% | +10.9% |
| 3M | -6.8% | +3.9% | -10.7% | -9.8% |
| 6M | +84.1% | +26.4% | +57.8% | +58.2% |
| YTD | +180.3% | -14.9% | +195.1% | +194.8% |
| 1Y | +411.1% | -20.4% | +431.5% | +452.4% |
| 3Y | +1,375.0% | +38.8% | +1,336.2% | +1,025.4% |
| 5Y | +991.6% | +97.0% | +894.6% | +526.7% |
| All | +991.6% | +97.0% | +894.6% | +526.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling