+87.1%
DOCN vs SIRI
-36.7%
+123.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.9% |
| 7D | -12.1% | +5.5% | -17.7% | -13.4% |
| 30D | -41.0% | +22.6% | -63.6% | -44.1% |
| 3M | -38.7% | +12.9% | -51.6% | -40.9% |
| 6M | -51.5% | +22.3% | -73.7% | -54.6% |
| YTD | +65.3% | +67.8% | -2.5% | +40.4% |
| 1Y | +53.9% | +54.6% | -0.7% | +33.8% |
| 3Y | +215.6% | -21.4% | +236.9% | +213.5% |
| 5Y | -26.2% | -39.2% | +13.1% | -14.7% |
| All | +87.1% | -36.7% | +123.9% | +105.6% |
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