+2,176.7%
EQT vs SIRI
-17.7%
+2,194.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.5% |
| 7D | -1.2% | -3.0% | +1.8% | -1.0% |
| 30D | +1.1% | +1.3% | -0.2% | +1.0% |
| 3M | +4.8% | +5.6% | -0.8% | +4.4% |
| 6M | -10.6% | +35.2% | -45.7% | -12.3% |
| YTD | +3.4% | +49.1% | -45.6% | +0.8% |
| 1Y | +8.7% | +26.8% | -18.1% | +6.8% |
| 3Y | +35.0% | -23.7% | +58.6% | +35.0% |
| 5Y | +204.2% | -41.8% | +246.1% | +206.7% |
| 10Y | +52.5% | -11.3% | +63.7% | +50.3% |
| All | +2,176.7% | -17.7% | +2,194.4% | +1,756.1% |
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