+333.0%
DINO vs SEI
+950.2%
-617.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.2% | +4.8% | +0.4% |
| 7D | +1.5% | +20.7% | -19.2% | -1.6% |
| 30D | +25.9% | +9.1% | +16.8% | +23.7% |
| 3M | +53.2% | -6.0% | +59.2% | +51.9% |
| 6M | +105.5% | +18.9% | +86.5% | +93.9% |
| YTD | +139.2% | +40.1% | +99.1% | +117.1% |
| 1Y | +117.4% | +120.6% | -3.3% | +77.9% |
| 3Y | +99.3% | +562.1% | -462.9% | +5.9% |
| 5Y | +333.0% | +954.5% | -621.5% | +76.6% |
| All | +333.0% | +950.2% | -617.1% | +76.6% |
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