+204.7%
WMB vs ARES
+1,204.3%
-999.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.2% | -0.5% | +2.6% |
| 7D | -6.7% | +5.0% | -11.6% | -8.0% |
| 30D | -8.6% | +19.1% | -27.6% | -13.2% |
| 3M | -4.9% | +3.1% | -8.0% | -6.3% |
| 6M | -6.3% | +12.9% | -19.2% | -10.8% |
| YTD | +13.0% | -10.7% | +23.6% | +13.2% |
| 1Y | +14.9% | -5.5% | +20.5% | +12.9% |
| 3Y | +113.4% | +45.0% | +68.4% | +77.0% |
| 5Y | +190.2% | +87.4% | +102.8% | +112.9% |
| 10Y | +259.9% | +1,267.4% | -1,007.6% | +41.9% |
| All | +204.7% | +1,204.3% | -999.7% | +11.3% |
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