+240.7%
DOCN vs SIRI
-21.7%
+262.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.1% | +9.5% | +9.6% |
| 7D | +3.7% | -2.6% | +6.3% | +4.3% |
| 30D | -33.7% | +22.2% | -55.9% | -36.8% |
| 3M | -27.9% | +14.1% | -42.0% | -30.4% |
| 6M | -46.4% | +22.5% | -69.0% | -49.8% |
| YTD | +81.1% | +67.9% | +13.2% | +53.3% |
| 1Y | +74.3% | +54.6% | +19.7% | +51.3% |
| All | +240.7% | -21.7% | +262.4% | +250.5% |
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