-9.1%
ARES vs SEI
-2.0%
-7.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -12.3% | +10.0% | -1.7% |
| 7D | +4.9% | -26.9% | +31.8% | +6.3% |
| 30D | +13.6% | -36.6% | +50.1% | +16.3% |
| 3M | -3.3% | -8.9% | +5.5% | -5.1% |
| 6M | +11.0% | -33.0% | +44.0% | +12.4% |
| YTD | -14.4% | +10.6% | -25.0% | -22.6% |
| 1Y | -9.1% | -4.7% | -4.5% | -15.8% |
| All | -9.1% | -2.0% | -7.2% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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