+58.5%
WM vs ARES
+88.1%
-29.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +1.2% | +8.1% | -7.0% | +0.5% |
| 30D | +13.7% | +18.9% | -5.3% | +12.1% |
| 3M | +5.2% | +2.3% | +2.9% | +4.9% |
| 6M | +11.2% | +12.7% | -1.5% | +9.7% |
| YTD | +9.4% | -10.8% | +20.2% | +10.3% |
| 1Y | +20.4% | -5.3% | +25.7% | +20.4% |
| 3Y | +44.7% | +42.0% | +2.6% | +34.0% |
| 5Y | +58.5% | +88.3% | -29.8% | +39.5% |
| All | +58.5% | +88.1% | -29.6% | +39.5% |
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 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