+4,782.6%
DELL vs SIRI
-14.6%
+4,797.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.5% |
| 7D | +8.7% | -3.9% | +12.7% | +9.7% |
| 30D | +16.9% | -0.8% | +17.7% | +17.3% |
| 3M | +40.4% | +4.3% | +36.1% | +38.5% |
| 6M | +267.1% | +34.1% | +233.0% | +241.1% |
| YTD | +329.1% | +47.3% | +281.8% | +288.8% |
| 1Y | +346.9% | +22.9% | +324.0% | +320.7% |
| 3Y | +696.6% | -24.6% | +721.2% | +690.9% |
| 5Y | +1,106.2% | -43.2% | +1,149.4% | +1,124.9% |
| 10Y | +4,177.7% | -12.3% | +4,190.0% | +3,776.9% |
| All | +4,782.6% | -14.6% | +4,797.2% | +4,447.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling