+38.2%
DOV vs SIRI
-23.3%
+61.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.3% |
| 7D | -1.9% | -3.0% | +1.1% | -1.5% |
| 30D | -9.9% | +1.3% | -11.2% | -10.1% |
| 3M | -12.1% | +5.6% | -17.7% | -13.0% |
| 6M | -10.4% | +35.2% | -45.6% | -14.8% |
| YTD | -3.3% | +49.1% | -52.4% | -9.6% |
| 1Y | +7.8% | +26.8% | -19.0% | +3.1% |
| All | +38.2% | -23.3% | +61.5% | +38.9% |
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