+790.9%
NOW vs SIRI
-14.2%
+805.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.1% |
| 7D | -4.1% | -3.9% | -0.2% | -3.2% |
| 30D | +2.9% | -0.8% | +3.7% | +2.9% |
| 3M | +22.6% | +4.3% | +18.3% | +21.3% |
| 6M | +7.5% | +34.1% | -26.5% | -0.2% |
| YTD | -14.4% | +47.3% | -61.7% | -22.8% |
| 1Y | -29.8% | +22.9% | -52.7% | -33.9% |
| 3Y | +9.2% | -24.6% | +33.8% | +9.1% |
| 5Y | +0.8% | -43.2% | +44.0% | +4.2% |
| 10Y | +790.9% | -12.3% | +803.2% | +618.8% |
| All | +790.9% | -14.2% | +805.1% | +618.8% |
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