+302.1%
WMB vs ARES
+1,045.9%
-743.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.4% | +2.6% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | +7.7% | +1.3% | +6.4% | +7.1% |
| 3M | +6.7% | +10.4% | -3.7% | +2.8% |
| 6M | +3.6% | +29.0% | -25.4% | -5.6% |
| YTD | +28.0% | -12.2% | +40.2% | +29.6% |
| 1Y | +37.6% | -18.4% | +56.1% | +41.7% |
| 3Y | +149.0% | +43.2% | +105.9% | +106.5% |
| 5Y | +285.3% | +102.6% | +182.7% | +171.4% |
| 10Y | +302.1% | +1,029.6% | -727.6% | +66.9% |
| All | +302.1% | +1,045.9% | -743.8% | +66.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling