+292.2%
DOV vs SIRI
-10.2%
+302.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.7% |
| 7D | -2.0% | +0.6% | -2.5% | -2.1% |
| 30D | -8.9% | +2.5% | -11.4% | -9.6% |
| 3M | -13.3% | +6.6% | -19.9% | -15.0% |
| 6M | -9.7% | +32.9% | -42.5% | -16.7% |
| YTD | -2.5% | +50.5% | -52.9% | -13.2% |
| 1Y | +7.2% | +28.0% | -20.7% | -1.0% |
| 3Y | +39.4% | -22.4% | +61.8% | +38.7% |
| 5Y | +15.8% | -41.3% | +57.1% | +17.7% |
| All | +292.2% | -10.2% | +302.4% | +220.4% |
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 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