+32,355.3%
AVGO vs SIRI
+610.6%
+31,744.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.6% | +3.2% |
| 7D | -0.3% | +4.3% | -4.6% | -1.6% |
| 30D | -13.8% | -2.8% | -11.0% | -13.3% |
| 3M | -6.9% | +5.9% | -12.8% | -8.9% |
| 6M | +11.9% | +31.9% | -20.0% | +2.9% |
| YTD | +6.9% | +48.7% | -41.8% | -5.5% |
| 1Y | +7.4% | +23.2% | -15.8% | -0.4% |
| 3Y | +345.6% | -23.9% | +369.4% | +346.2% |
| 5Y | +718.9% | -43.4% | +762.3% | +742.4% |
| 10Y | +2,755.4% | -13.6% | +2,769.0% | +2,427.0% |
| All | +32,355.3% | +610.6% | +31,744.8% | +18,158.2% |
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