+7,540.2%
DRI vs SIRI
+8.1%
+7,532.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | 0.0% | +0.3% |
| 7D | +1.1% | -1.7% | +2.8% | +1.2% |
| 30D | +9.7% | +21.1% | -11.4% | +8.5% |
| 3M | +3.2% | +14.7% | -11.5% | +2.4% |
| 6M | +20.6% | +22.9% | -2.4% | +19.1% |
| YTD | +28.3% | +65.7% | -37.5% | +24.4% |
| 1Y | +34.5% | +53.5% | -18.9% | +31.1% |
| 3Y | +66.5% | -23.0% | +89.5% | +66.6% |
| 5Y | +79.6% | -41.5% | +121.1% | +80.8% |
| 10Y | +333.8% | -7.4% | +341.2% | +328.5% |
| All | +7,540.2% | +8.1% | +7,532.1% | +6,658.0% |
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