+245.3%
NEM vs SIRI
-22.6%
+267.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.5% |
| 7D | -1.0% | +0.6% | -1.6% | -1.0% |
| 30D | +7.8% | +2.5% | +5.3% | +7.6% |
| 3M | +30.2% | +6.6% | +23.6% | +29.4% |
| 6M | +9.6% | +32.9% | -23.3% | +7.3% |
| YTD | +27.8% | +50.5% | -22.6% | +23.7% |
| 1Y | +60.7% | +28.0% | +32.7% | +57.5% |
| 3Y | +245.3% | -22.4% | +267.7% | +254.2% |
| All | +245.3% | -22.6% | +267.9% | +254.2% |
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