+252.1%
INTC vs SIRI
-10.2%
+262.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.4% |
| 7D | +7.5% | +0.6% | +6.9% | +7.2% |
| 30D | +2.0% | +2.5% | -0.5% | +1.1% |
| 3M | -12.0% | +6.6% | -18.6% | -14.2% |
| 6M | +114.5% | +32.9% | +81.7% | +95.3% |
| YTD | +179.0% | +50.5% | +128.5% | +143.9% |
| 1Y | +318.3% | +28.0% | +290.3% | +281.5% |
| 3Y | +171.2% | -22.4% | +193.6% | +170.8% |
| 5Y | +107.6% | -41.3% | +148.9% | +112.1% |
| All | +252.1% | -10.2% | +262.3% | +227.6% |
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