+226.5%
WELL vs ARES
+90.6%
+135.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.2% | -3.2% | +0.3% |
| 7D | +3.5% | +5.0% | -1.5% | +2.7% |
| 30D | +9.7% | +19.1% | -9.4% | +6.6% |
| 3M | +4.8% | +3.1% | +1.7% | +4.0% |
| 6M | +16.1% | +12.9% | +3.2% | +13.0% |
| YTD | +34.7% | -10.7% | +45.3% | +36.1% |
| 1Y | +31.9% | -5.5% | +37.5% | +31.4% |
| 3Y | +209.9% | +45.0% | +164.9% | +162.1% |
| 5Y | +226.5% | +87.4% | +139.1% | +170.5% |
| All | +226.5% | +90.6% | +135.9% | +170.5% |
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 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