-5.2%
DASH vs SIRI
-40.4%
+35.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | +0.2% |
| 7D | +0.4% | +12.6% | -12.2% | -1.8% |
| 30D | -6.0% | +25.9% | -31.9% | -9.9% |
| 3M | -15.8% | +10.3% | -26.1% | -17.3% |
| 6M | +7.0% | +24.8% | -17.8% | +2.5% |
| YTD | -20.7% | +68.6% | -89.3% | -28.2% |
| 1Y | -8.5% | +55.9% | -64.4% | -16.1% |
| 3Y | +101.8% | -22.3% | +124.1% | +104.0% |
| 5Y | -9.6% | -38.6% | +29.1% | +1.4% |
| All | -5.2% | -40.4% | +35.2% | +1.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling