+980.8%
ARES vs SEI
+507.3%
+473.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.4% | -1.6% |
| 7D | -1.7% | +10.2% | -11.9% | -3.5% |
| 30D | +0.3% | -1.0% | +1.3% | 0.0% |
| 3M | +8.5% | -27.9% | +36.4% | +13.2% |
| 6M | +23.5% | +10.4% | +13.1% | +17.3% |
| YTD | -11.2% | +20.1% | -31.4% | -17.7% |
| 1Y | -19.3% | +109.7% | -129.0% | -34.4% |
| 3Y | +48.7% | +458.6% | -410.0% | -9.1% |
| 5Y | +106.5% | +775.3% | -668.8% | +9.0% |
| All | +980.8% | +507.3% | +473.5% | +442.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling