+11.7%
BABA vs SIRI
-7.8%
+19.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.6% | -5.4% | -6.7% |
| 7D | -12.7% | -3.7% | -9.0% | -12.0% |
| 30D | -14.9% | +20.4% | -35.3% | -18.1% |
| 3M | -24.6% | +12.5% | -37.2% | -26.6% |
| 6M | -29.3% | +23.4% | -52.8% | -32.7% |
| YTD | -35.0% | +65.2% | -100.2% | -42.2% |
| 1Y | -39.7% | +52.4% | -92.1% | -45.5% |
| 3Y | +21.2% | -22.6% | +43.8% | +22.7% |
| 5Y | -39.9% | -41.7% | +1.8% | -37.4% |
| All | +11.7% | -7.8% | +19.5% | -2.1% |
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