+13.0%
DLR vs SIRI
+59.9%
-46.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.4% | -5.9% | +1.9% |
| 7D | +2.8% | +22.3% | -19.4% | +1.5% |
| 30D | +2.8% | +26.9% | -24.2% | +1.2% |
| 3M | -4.0% | +9.6% | -13.6% | -4.8% |
| 6M | -5.6% | +27.2% | -32.8% | -7.8% |
| YTD | +21.9% | +72.4% | -50.5% | +17.1% |
| 1Y | +13.0% | +59.9% | -46.9% | +9.9% |
| All | +13.0% | +59.9% | -46.8% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling