+59.7%
WM vs ARES
+83.4%
-23.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | +1.2% | +4.5% | -3.3% | +0.8% |
| 30D | +13.1% | +15.7% | -2.7% | +11.8% |
| 3M | +3.6% | -2.0% | +5.6% | +3.6% |
| 6M | +8.1% | +10.4% | -2.3% | +6.8% |
| YTD | +8.9% | -14.2% | +23.1% | +10.1% |
| 1Y | +20.3% | -7.8% | +28.1% | +20.6% |
| 3Y | +46.2% | +41.4% | +4.8% | +35.1% |
| All | +59.7% | +83.4% | -23.6% | +39.7% |
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