+261.3%
GE vs SIRI
-23.3%
+284.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.5% |
| 7D | -2.8% | -3.0% | +0.2% | -2.5% |
| 30D | -11.9% | +1.3% | -13.2% | -12.1% |
| 3M | +1.8% | +5.6% | -3.8% | +1.2% |
| 6M | -0.6% | +35.1% | -35.7% | -3.4% |
| YTD | +5.5% | +49.0% | -43.5% | +1.5% |
| 1Y | +15.0% | +26.8% | -11.8% | +12.1% |
| All | +261.3% | -23.3% | +284.6% | +248.0% |
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