+987.8%
ARES vs SEI
+592.7%
+395.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.4% | -4.2% | +2.7% |
| 7D | +5.0% | -4.3% | +9.2% | +4.8% |
| 30D | +19.1% | -18.0% | +37.1% | +21.2% |
| 3M | +3.1% | +8.2% | -5.2% | -1.5% |
| 6M | +12.9% | -13.9% | +26.7% | +10.7% |
| YTD | -10.7% | +37.0% | -47.7% | -21.3% |
| 1Y | -5.5% | +24.5% | -30.0% | -15.7% |
| 3Y | +45.0% | +681.1% | -636.1% | -19.0% |
| 5Y | +87.4% | +787.5% | -700.1% | -3.2% |
| All | +987.8% | +592.7% | +395.1% | +418.7% |
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