+99.0%
ARES vs SEI
+1,007.8%
-908.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.8% | -8.9% | -4.0% |
| 7D | -2.7% | +28.2% | -30.9% | -7.0% |
| 30D | -2.4% | +15.5% | -17.9% | -5.4% |
| 3M | +3.9% | -1.4% | +5.3% | +2.2% |
| 6M | +26.4% | +37.4% | -11.0% | +15.6% |
| YTD | -14.9% | +47.8% | -62.7% | -23.8% |
| 1Y | -20.4% | +174.3% | -194.7% | -37.8% |
| 3Y | +38.8% | +598.5% | -559.7% | -14.5% |
| All | +99.0% | +1,007.8% | -908.8% | +13.8% |
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