-40.6%
FIS vs SIRI
-10.2%
-30.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | -0.1% |
| 7D | -7.9% | +0.6% | -8.5% | -8.0% |
| 30D | -8.0% | +2.5% | -10.5% | -8.6% |
| 3M | +0.6% | +6.6% | -6.0% | -0.9% |
| 6M | -22.2% | +32.9% | -55.1% | -27.5% |
| YTD | -40.8% | +50.5% | -91.2% | -46.5% |
| 1Y | -41.5% | +28.0% | -69.5% | -45.3% |
| 3Y | -25.5% | -22.4% | -3.1% | -25.6% |
| 5Y | -64.8% | -41.3% | -23.5% | -64.1% |
| All | -40.6% | -10.2% | -30.4% | -47.5% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling