+126.7%
WFC vs ARES
+105.3%
+21.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.8% |
| 7D | +1.1% | -0.3% | +1.4% | +1.2% |
| 30D | +0.8% | +1.3% | -0.5% | 0.0% |
| 3M | +9.3% | +10.4% | -1.1% | +4.4% |
| 6M | +10.6% | +29.0% | -18.4% | -2.0% |
| YTD | -4.1% | -12.2% | +8.1% | -1.2% |
| 1Y | +13.6% | -18.4% | +32.0% | +19.9% |
| 3Y | +130.7% | +43.2% | +87.6% | +87.8% |
| 5Y | +126.7% | +102.6% | +24.1% | +55.6% |
| All | +126.7% | +105.3% | +21.4% | +55.6% |
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 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