+724.9%
DELL vs SIRI
-22.6%
+747.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.0% | +11.8% |
| 7D | +8.2% | +0.6% | +7.7% | +8.1% |
| 30D | +17.1% | +2.5% | +14.6% | +16.7% |
| 3M | +45.2% | +6.6% | +38.5% | +43.1% |
| 6M | +286.8% | +32.9% | +253.9% | +268.1% |
| YTD | +354.8% | +50.5% | +304.3% | +324.2% |
| 1Y | +358.3% | +28.0% | +330.3% | +337.0% |
| 3Y | +724.9% | -22.4% | +747.3% | +668.8% |
| All | +724.9% | -22.6% | +747.5% | +668.8% |
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