+18.7%
WM vs ARES
-5.6%
+24.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +1.2% | +8.1% | -7.0% | +1.3% |
| 30D | +13.7% | +18.9% | -5.3% | +14.1% |
| 3M | +5.2% | +2.3% | +2.9% | +4.9% |
| 6M | +11.2% | +12.7% | -1.5% | +11.5% |
| YTD | +9.4% | -10.8% | +20.2% | +11.3% |
| All | +18.7% | -5.6% | +24.3% | +20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling