+53.4%
BHP vs SIRI
+59.9%
-6.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.4% | -5.9% | +1.7% |
| 7D | -2.5% | +22.3% | -24.8% | -4.5% |
| 30D | -7.7% | +26.9% | -34.7% | -10.0% |
| 3M | -6.4% | +9.6% | -16.0% | -7.1% |
| 6M | +5.2% | +27.2% | -22.0% | +1.5% |
| YTD | +38.3% | +72.4% | -34.1% | +30.1% |
| 1Y | +53.4% | +59.9% | -6.5% | +48.8% |
| All | +53.4% | +59.9% | -6.5% | +48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling