+356.5%
WELL vs ARES
+1,006.5%
-649.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.1% |
| 7D | -1.1% | -2.7% | +1.5% | -0.5% |
| 30D | +0.7% | -2.4% | +3.1% | +1.1% |
| 3M | +14.5% | +3.9% | +10.6% | +12.7% |
| 6M | +14.4% | +26.4% | -12.0% | +6.4% |
| YTD | +28.5% | -14.9% | +43.3% | +31.0% |
| 1Y | +41.8% | -20.4% | +62.2% | +46.3% |
| 3Y | +202.8% | +38.8% | +164.0% | +155.0% |
| 5Y | +208.8% | +97.0% | +111.8% | +126.3% |
| 10Y | +356.5% | +999.8% | -643.3% | +143.1% |
| All | +356.5% | +1,006.5% | -649.9% | +143.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling