+180.3%
WMB vs ARES
+83.4%
+96.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -13.8% | +4.5% | -18.4% | -14.6% |
| 30D | -10.3% | +15.7% | -26.1% | -12.9% |
| 3M | -10.1% | -2.0% | -8.0% | -10.0% |
| 6M | -11.8% | +10.4% | -22.3% | -14.4% |
| YTD | +8.9% | -14.2% | +23.2% | +11.0% |
| 1Y | +14.0% | -7.8% | +21.7% | +13.6% |
| 3Y | +100.5% | +41.4% | +59.1% | +75.9% |
| All | +180.3% | +83.4% | +96.9% | +120.2% |
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 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