+1,449.6%
NET vs SIRI
-44.9%
+1,494.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -1.5% |
| 7D | -7.0% | +1.6% | -8.6% | -7.3% |
| 30D | -4.8% | -4.7% | -0.1% | -4.1% |
| 3M | +3.8% | +5.3% | -1.4% | +2.5% |
| 6M | +50.0% | +30.5% | +19.5% | +41.6% |
| YTD | +41.5% | +49.6% | -8.2% | +29.5% |
| 1Y | +32.8% | +28.5% | +4.3% | +24.7% |
| 3Y | +335.9% | -27.5% | +363.3% | +341.7% |
| 5Y | +113.8% | -44.7% | +158.5% | +127.5% |
| All | +1,449.6% | -44.9% | +1,494.4% | +1,649.1% |
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