+330.8%
WM vs ARES
+1,100.6%
-769.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.3% | +4.9% | +2.1% |
| 7D | +1.2% | -0.3% | +1.5% | +1.2% |
| 30D | +15.2% | +15.3% | 0.0% | +12.7% |
| 3M | +8.3% | -5.4% | +13.7% | +9.0% |
| 6M | +13.1% | +10.0% | +3.1% | +10.7% |
| YTD | +12.5% | -14.7% | +27.2% | +14.0% |
| 1Y | +21.8% | -9.7% | +31.5% | +21.9% |
| 3Y | +48.8% | +35.8% | +13.0% | +33.4% |
| 5Y | +62.1% | +80.9% | -18.8% | +32.6% |
| All | +330.8% | +1,100.6% | -769.7% | +154.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling