+80.9%
ARES vs SEI
+867.5%
-786.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.9% | -3.3% |
| 7D | -0.3% | +27.6% | -27.9% | -4.1% |
| 30D | +15.3% | -17.1% | +32.4% | +17.0% |
| 3M | -5.4% | +4.6% | -9.9% | -8.6% |
| 6M | +10.0% | -15.1% | +25.1% | +8.6% |
| YTD | -14.7% | +41.2% | -55.9% | -24.6% |
| 1Y | -9.7% | +37.5% | -47.2% | -20.2% |
| 3Y | +35.8% | +693.7% | -657.8% | -20.3% |
| 5Y | +80.9% | +901.7% | -820.9% | +1.6% |
| All | +80.9% | +867.5% | -786.6% | +1.6% |
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