+1,805.2%
ASML vs SIRI
-13.4%
+1,818.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.6% | +3.1% |
| 7D | +6.0% | +4.3% | +1.7% | +4.7% |
| 30D | +1.4% | -2.8% | +4.2% | +2.0% |
| 3M | +1.0% | +5.9% | -4.9% | -1.2% |
| 6M | +37.0% | +31.9% | +5.1% | +25.6% |
| YTD | +65.8% | +48.7% | +17.1% | +46.4% |
| 1Y | +123.1% | +23.2% | +99.9% | +106.8% |
| 3Y | +188.2% | -23.9% | +212.0% | +189.3% |
| 5Y | +115.6% | -43.4% | +159.0% | +124.4% |
| All | +1,805.2% | -13.4% | +1,818.6% | +1,512.0% |
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 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