+190.6%
GD vs SIRI
-13.0%
+203.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.7% |
| 7D | -3.5% | +4.3% | -7.7% | -4.2% |
| 30D | -9.0% | -2.8% | -6.2% | -8.7% |
| 3M | +5.1% | +5.9% | -0.8% | +3.8% |
| 6M | -1.0% | +31.9% | -32.9% | -6.1% |
| YTD | +7.3% | +48.7% | -41.3% | -0.5% |
| 1Y | +12.4% | +23.2% | -10.8% | +7.5% |
| 3Y | +73.7% | -23.9% | +97.6% | +73.2% |
| 5Y | +93.8% | -43.4% | +137.2% | +97.4% |
| 10Y | +190.6% | -13.6% | +204.2% | +155.8% |
| All | +190.6% | -13.0% | +203.6% | +155.8% |
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 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