+1,003.0%
BE vs SIRI
-49.0%
+1,052.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.9% | +5.7% | +6.2% |
| 7D | +9.0% | +0.6% | +8.5% | +8.7% |
| 30D | +16.3% | +2.5% | +13.8% | +14.7% |
| 3M | +10.8% | +6.6% | +4.2% | +5.8% |
| 6M | +73.2% | +32.9% | +40.3% | +49.3% |
| YTD | +217.4% | +50.5% | +166.9% | +153.6% |
| 1Y | +309.8% | +28.0% | +281.8% | +252.6% |
| 3Y | +1,726.2% | -22.4% | +1,748.6% | +1,764.3% |
| 5Y | +1,306.2% | -41.3% | +1,347.5% | +1,375.0% |
| All | +1,003.0% | -49.0% | +1,052.0% | +898.9% |
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