+5.8%
DASH vs SIRI
-47.4%
+53.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.7% | -5.2% |
| 7D | -11.2% | +4.3% | -15.4% | -11.9% |
| 30D | -7.3% | -2.8% | -4.5% | -6.9% |
| 3M | +31.4% | +5.9% | +25.5% | +30.0% |
| 6M | +11.9% | +31.9% | -20.1% | +6.2% |
| YTD | -11.5% | +48.7% | -60.2% | -18.0% |
| 1Y | -20.0% | +23.2% | -43.2% | -23.5% |
| 3Y | +143.9% | -23.9% | +167.8% | +145.4% |
| 5Y | -0.2% | -43.4% | +43.2% | +13.8% |
| All | +5.8% | -47.4% | +53.2% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling