+45.0%
BBY vs SIRI
-22.6%
+67.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.1% | +2.9% |
| 7D | +0.6% | +0.6% | 0.0% | +0.5% |
| 30D | +9.4% | +2.5% | +6.9% | +8.7% |
| 3M | +19.3% | +6.6% | +12.7% | +17.4% |
| 6M | +47.9% | +32.9% | +15.0% | +38.0% |
| YTD | +39.6% | +50.5% | -10.9% | +26.3% |
| 1Y | +22.2% | +28.0% | -5.8% | +14.4% |
| 3Y | +45.0% | -22.4% | +67.4% | +42.8% |
| All | +45.0% | -22.6% | +67.6% | +42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling