+203.9%
DOCN vs SIRI
-26.1%
+230.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +2.9% |
| 7D | -19.2% | +12.6% | -31.8% | -21.4% |
| 30D | -43.1% | +25.9% | -68.9% | -46.1% |
| 3M | -40.7% | +10.3% | -51.0% | -42.3% |
| 6M | -55.0% | +24.8% | -79.8% | -58.0% |
| YTD | +50.6% | +68.6% | -18.0% | +27.4% |
| 1Y | +54.0% | +55.9% | -2.0% | +33.3% |
| 3Y | +203.9% | -22.3% | +226.2% | +213.7% |
| All | +203.9% | -26.1% | +230.0% | +213.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling