+39.3%
ARES vs SEI
+597.1%
-557.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.8% | -8.9% | -4.0% |
| 7D | -2.7% | +28.2% | -30.9% | -6.8% |
| 30D | -2.4% | +15.5% | -17.9% | -5.3% |
| 3M | +3.9% | -1.4% | +5.3% | +2.3% |
| 6M | +26.4% | +37.4% | -11.0% | +15.7% |
| YTD | -14.9% | +47.8% | -62.7% | -23.7% |
| 1Y | -20.4% | +174.3% | -194.7% | -37.9% |
| All | +39.3% | +597.1% | -557.9% | -9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling