+514.0%
NOW vs SIRI
-7.4%
+521.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.2% | +1.5% |
| 7D | +0.3% | -1.7% | +2.0% | +0.7% |
| 30D | -27.0% | +21.1% | -48.1% | -30.5% |
| 3M | -19.6% | +14.7% | -34.4% | -22.7% |
| 6M | +17.5% | +22.9% | -5.5% | +11.1% |
| YTD | -33.3% | +65.7% | -99.0% | -41.7% |
| 1Y | -39.8% | +53.5% | -93.3% | -46.4% |
| 3Y | -19.9% | -23.0% | +3.1% | -19.5% |
| 5Y | -26.1% | -41.5% | +15.4% | -22.8% |
| All | +514.0% | -7.4% | +521.4% | +409.2% |
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 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