+425.7%
META vs SIRI
0.0%
+425.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.9% |
| 7D | +5.7% | +11.4% | -5.7% | +3.3% |
| 30D | -10.8% | +24.2% | -35.0% | -14.8% |
| 3M | +8.4% | +11.1% | -2.7% | +5.8% |
| 6M | +5.4% | +23.9% | -18.5% | +0.4% |
| YTD | -2.6% | +70.0% | -72.6% | -13.6% |
| 1Y | +3.5% | +56.6% | -53.1% | -6.6% |
| 3Y | +102.0% | -21.4% | +123.4% | +103.3% |
| 5Y | +93.1% | -38.3% | +131.4% | +99.6% |
| 10Y | +425.7% | -3.5% | +429.2% | +364.7% |
| All | +425.7% | 0.0% | +425.7% | +364.7% |
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