+695.6%
AVGO vs SIRI
-42.5%
+738.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.2% |
| 7D | +1.0% | -3.0% | +4.0% | +1.5% |
| 30D | -13.3% | +1.3% | -14.6% | -13.5% |
| 3M | -2.9% | +5.6% | -8.5% | -4.1% |
| 6M | +5.7% | +35.2% | -29.4% | +0.3% |
| YTD | +4.6% | +49.1% | -44.4% | -2.6% |
| 1Y | -1.6% | +26.8% | -28.4% | -6.2% |
| 3Y | +336.2% | -23.7% | +359.9% | +333.0% |
| 5Y | +695.6% | -41.8% | +737.5% | +779.7% |
| All | +695.6% | -42.5% | +738.1% | +779.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling