+794.7%
WDC vs ARES
+1,196.0%
-401.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.8% | +6.3% |
| 7D | +1.7% | -1.7% | +3.4% | +2.5% |
| 30D | -10.0% | +0.3% | -10.2% | -10.3% |
| 3M | -18.8% | +8.5% | -27.2% | -22.8% |
| 6M | +79.0% | +23.5% | +55.6% | +57.6% |
| YTD | +171.6% | -11.2% | +182.8% | +177.8% |
| 1Y | +417.4% | -19.3% | +436.7% | +449.5% |
| 3Y | +1,251.8% | +48.7% | +1,203.1% | +942.9% |
| 5Y | +911.7% | +106.5% | +805.2% | +545.3% |
| 10Y | +1,399.6% | +1,055.3% | +344.3% | +401.1% |
| All | +794.7% | +1,196.0% | -401.3% | +163.5% |
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