+94.9%
DOCU vs SIRI
-21.7%
+116.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | -0.4% | -2.6% | +2.2% | +0.2% |
| 30D | +12.9% | +22.2% | -9.3% | +7.8% |
| 3M | +35.1% | +14.1% | +21.0% | +30.7% |
| 6M | +76.2% | +22.5% | +53.7% | +68.0% |
| YTD | +17.2% | +67.9% | -50.7% | +3.4% |
| 1Y | +16.4% | +54.6% | -38.2% | +4.7% |
| All | +94.9% | -21.7% | +116.6% | +86.4% |
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