+143.8%
IBM vs SIRI
-10.2%
+154.0%
-40.6%
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 | +4.0% | +0.9% | +3.0% | +3.8% |
| 7D | +3.6% | +0.6% | +3.0% | +3.4% |
| 30D | +3.1% | +2.5% | +0.6% | +2.4% |
| 3M | -10.8% | +6.6% | -17.5% | -12.1% |
| 6M | -0.8% | +32.9% | -33.7% | -6.7% |
| YTD | -16.2% | +50.5% | -66.7% | -23.4% |
| 1Y | -2.9% | +28.0% | -30.8% | -8.4% |
| 3Y | +79.8% | -22.4% | +102.3% | +78.6% |
| 5Y | +124.9% | -41.3% | +166.2% | +126.5% |
| All | +143.8% | -10.2% | +154.0% | +117.9% |
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