+501.9%
WELL vs ARES
+1,196.0%
-694.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.9% |
| 7D | -0.8% | -1.7% | +0.9% | -0.5% |
| 30D | -0.1% | +0.3% | -0.4% | -0.3% |
| 3M | +18.0% | +8.5% | +9.6% | +15.4% |
| 6M | +15.0% | +23.5% | -8.5% | +8.5% |
| YTD | +28.6% | -11.2% | +39.8% | +29.7% |
| 1Y | +42.9% | -19.3% | +62.2% | +46.6% |
| 3Y | +203.0% | +48.7% | +154.4% | +158.1% |
| 5Y | +206.9% | +106.5% | +100.3% | +134.3% |
| 10Y | +339.5% | +1,055.3% | -715.9% | +155.2% |
| All | +501.9% | +1,196.0% | -694.1% | +245.5% |
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 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