+285.2%
BRO vs SIRI
-10.2%
+295.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.4% |
| 7D | -7.3% | +0.6% | -7.9% | -7.4% |
| 30D | -6.9% | +2.5% | -9.3% | -7.3% |
| 3M | +10.7% | +6.6% | +4.0% | +9.5% |
| 6M | -2.7% | +32.9% | -35.6% | -7.4% |
| YTD | -16.3% | +50.5% | -66.8% | -22.1% |
| 1Y | -29.1% | +28.0% | -57.1% | -32.4% |
| 3Y | -7.8% | -22.4% | +14.6% | -8.1% |
| 5Y | +18.7% | -41.3% | +60.0% | +21.3% |
| All | +285.2% | -10.2% | +295.4% | +228.5% |
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