-4.5%
DASH vs SIRI
-39.9%
+35.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.6% |
| 7D | -4.8% | +11.4% | -16.2% | -6.7% |
| 30D | -7.9% | +24.2% | -32.2% | -11.5% |
| 3M | -16.3% | +11.1% | -27.4% | -18.0% |
| 6M | +10.4% | +23.9% | -13.5% | +5.9% |
| YTD | -20.1% | +70.0% | -90.1% | -27.8% |
| 1Y | -11.4% | +56.6% | -68.0% | -18.9% |
| 3Y | +114.1% | -21.4% | +135.4% | +115.9% |
| 5Y | -5.8% | -38.3% | +32.6% | +5.5% |
| All | -4.5% | -39.9% | +35.4% | +1.7% |
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