+1,665.8%
AMAT vs SIRI
-13.0%
+1,678.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.6% | +4.2% |
| 7D | +7.0% | +4.3% | +2.7% | +5.4% |
| 30D | -12.2% | -2.8% | -9.4% | -11.6% |
| 3M | -3.8% | +5.9% | -9.7% | -6.5% |
| 6M | +45.9% | +31.9% | +14.0% | +31.6% |
| YTD | +84.6% | +48.7% | +36.0% | +59.2% |
| 1Y | +193.4% | +23.2% | +170.1% | +167.4% |
| 3Y | +228.1% | -23.9% | +251.9% | +229.1% |
| 5Y | +268.9% | -43.4% | +312.3% | +280.7% |
| 10Y | +1,665.8% | -13.6% | +1,679.4% | +1,342.5% |
| All | +1,665.8% | -13.0% | +1,678.7% | +1,342.5% |
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