+499.8%
WDC vs ARES
+1,188.6%
-688.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.1% | +9.4% | +8.9% |
| 7D | -3.2% | +0.8% | -4.0% | -3.3% |
| 30D | -19.0% | +16.7% | -35.7% | -25.2% |
| 3M | -28.4% | -2.6% | -25.8% | -28.3% |
| 6M | -39.2% | +13.0% | -52.2% | -44.1% |
| YTD | +82.1% | -11.7% | +93.8% | +85.3% |
| 1Y | +84.7% | -6.7% | +91.3% | +82.3% |
| 3Y | +825.6% | +40.5% | +785.1% | +629.8% |
| 5Y | +608.2% | +88.2% | +519.9% | +368.8% |
| 10Y | +695.1% | +1,131.0% | -435.8% | +161.1% |
| All | +499.8% | +1,188.6% | -688.7% | +75.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling