+82.8%
ARES vs SEI
+889.7%
-806.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.2% |
| 7D | +0.5% | +10.5% | -10.0% | -1.1% |
| 30D | +19.7% | -8.0% | +27.7% | +19.4% |
| 3M | -9.0% | +6.7% | -15.7% | -12.4% |
| 6M | +11.5% | -17.0% | +28.6% | +10.5% |
| YTD | -13.8% | +39.7% | -53.5% | -23.7% |
| 1Y | -5.6% | +43.2% | -48.8% | -17.3% |
| 3Y | +36.1% | +676.3% | -640.2% | -19.9% |
| All | +82.8% | +889.7% | -806.9% | +2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling