+471.8%
WELL vs ARES
+1,270.2%
-798.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +2.7% | +8.1% | -5.4% | +0.8% |
| 30D | +9.8% | +18.9% | -9.1% | +5.3% |
| 3M | +5.8% | +2.3% | +3.4% | +4.8% |
| 6M | +16.2% | +12.7% | +3.5% | +11.6% |
| YTD | +34.9% | -10.8% | +45.6% | +35.8% |
| 1Y | +31.0% | -5.3% | +36.3% | +29.4% |
| 3Y | +205.4% | +42.0% | +163.4% | +154.2% |
| 5Y | +220.8% | +88.3% | +132.6% | +136.4% |
| 10Y | +471.8% | +1,148.2% | -676.4% | +181.3% |
| All | +471.8% | +1,270.2% | -798.4% | +181.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling