+92.1%
DOCU vs SIRI
-26.1%
+118.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.3% |
| 7D | -5.5% | +12.6% | -18.2% | -8.1% |
| 30D | +12.6% | +25.9% | -13.2% | +6.8% |
| 3M | +36.4% | +10.3% | +26.1% | +33.0% |
| 6M | +66.8% | +24.8% | +42.0% | +58.5% |
| YTD | +13.5% | +68.6% | -55.1% | +0.1% |
| 1Y | +11.3% | +55.9% | -44.6% | -0.1% |
| 3Y | +92.1% | -22.3% | +114.4% | +84.3% |
| All | +92.1% | -26.1% | +118.2% | +84.3% |
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