+23.7%
WMB vs ARES
-9.0%
+32.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.1% | -12.5% | -5.8% |
| 7D | -8.6% | +10.5% | -19.2% | -7.9% |
| 30D | -4.2% | +16.8% | -21.0% | -3.1% |
| 3M | -4.4% | -3.2% | -1.2% | -4.3% |
| 6M | -8.7% | +16.4% | -25.1% | -7.6% |
| YTD | +15.4% | -12.4% | +27.8% | +14.8% |
| 1Y | +23.7% | -6.9% | +30.6% | +20.2% |
| All | +23.7% | -9.0% | +32.7% | +20.2% |
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