+237.5%
WMB vs ARES
+1,196.0%
-958.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.4% |
| 7D | +0.6% | -1.7% | +2.2% | +1.0% |
| 30D | +3.3% | +0.3% | +3.0% | +3.0% |
| 3M | +3.1% | +8.5% | -5.3% | -0.1% |
| 6M | -0.7% | +23.5% | -24.2% | -8.3% |
| YTD | +25.2% | -11.2% | +36.4% | +26.2% |
| 1Y | +32.9% | -19.3% | +52.1% | +37.2% |
| 3Y | +140.6% | +48.7% | +91.9% | +98.4% |
| 5Y | +273.5% | +106.5% | +166.9% | +165.0% |
| 10Y | +334.2% | +1,055.3% | -721.1% | +78.0% |
| All | +237.5% | +1,196.0% | -958.4% | +24.0% |
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