+3,523.5%
DOV vs SIRI
-17.9%
+3,541.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.6% | +1.0% |
| 7D | +2.5% | +4.3% | -1.7% | +2.2% |
| 30D | -7.5% | -2.8% | -4.7% | -7.4% |
| 3M | -9.7% | +5.9% | -15.6% | -10.1% |
| 6M | -6.1% | +31.9% | -38.0% | -8.1% |
| YTD | +0.5% | +48.7% | -48.2% | -2.6% |
| 1Y | +10.5% | +23.2% | -12.7% | +8.5% |
| 3Y | +41.7% | -23.9% | +65.6% | +41.9% |
| 5Y | +18.4% | -43.4% | +61.9% | +19.9% |
| 10Y | +289.8% | -13.6% | +303.4% | +284.6% |
| All | +3,523.5% | -17.9% | +3,541.4% | +2,893.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling