+211.0%
WELL vs ARES
+105.3%
+105.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.5% | +0.6% |
| 7D | -1.3% | -0.3% | -1.0% | -1.3% |
| 30D | +0.5% | +1.3% | -0.8% | +0.2% |
| 3M | +19.1% | +10.4% | +8.7% | +16.7% |
| 6M | +17.0% | +29.0% | -12.0% | +10.9% |
| YTD | +29.2% | -12.2% | +41.4% | +31.1% |
| 1Y | +42.1% | -18.4% | +60.6% | +45.9% |
| 3Y | +204.5% | +43.2% | +161.4% | +159.4% |
| 5Y | +211.0% | +102.6% | +108.4% | +136.4% |
| All | +211.0% | +105.3% | +105.7% | +136.4% |
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