-11.3%
SIRI vs DAR
+366.1%
-377.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.4% |
| 7D | +0.6% | -0.1% | +0.7% | +0.5% |
| 30D | +2.5% | +2.6% | -0.2% | +1.6% |
| 3M | +6.6% | +14.2% | -7.6% | +2.1% |
| 6M | +32.9% | +17.2% | +15.7% | +26.0% |
| YTD | +50.5% | +80.9% | -30.4% | +26.4% |
| 1Y | +28.0% | +104.0% | -76.0% | +3.0% |
| 3Y | -22.4% | +3.6% | -26.0% | -26.7% |
| 5Y | -41.3% | -7.8% | -33.5% | -45.0% |
| All | -11.3% | +366.1% | -377.4% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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