+603.5%
WM vs ARES
+1,149.6%
-546.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +1.5% |
| 7D | +4.5% | +4.9% | -0.4% | +3.8% |
| 30D | +16.1% | +13.6% | +2.5% | +14.0% |
| 3M | +8.0% | -3.3% | +11.4% | +8.3% |
| 6M | +8.4% | +11.0% | -2.6% | +6.3% |
| YTD | +11.2% | -14.4% | +25.6% | +12.5% |
| 1Y | +22.3% | -9.1% | +31.5% | +22.4% |
| 3Y | +50.2% | +37.1% | +13.1% | +36.9% |
| 5Y | +63.3% | +83.3% | -20.0% | +37.8% |
| 10Y | +355.0% | +1,201.6% | -846.5% | +194.9% |
| All | +603.5% | +1,149.6% | -546.1% | +355.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling