+533.4%
WELL vs ARES
+1,202.8%
-669.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +3.0% | +8.1% | -5.1% | +1.4% |
| 30D | +10.2% | +18.9% | -8.7% | +6.2% |
| 3M | +6.1% | +2.3% | +3.8% | +5.3% |
| 6M | +16.6% | +12.7% | +3.9% | +12.7% |
| YTD | +35.3% | -10.8% | +46.1% | +36.1% |
| 1Y | +31.5% | -5.3% | +36.8% | +30.1% |
| 3Y | +206.5% | +42.0% | +164.4% | +164.0% |
| 5Y | +222.0% | +88.3% | +133.7% | +151.6% |
| 10Y | +473.8% | +1,148.2% | -674.4% | +230.8% |
| All | +533.4% | +1,202.8% | -669.4% | +262.6% |
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