+11.8%
NOW vs SIRI
-23.5%
+35.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -4.9% |
| 7D | -6.1% | +4.3% | -10.4% | -6.7% |
| 30D | +7.5% | -2.8% | +10.3% | +7.8% |
| 3M | +17.5% | +5.9% | +11.6% | +16.7% |
| 6M | +7.9% | +31.9% | -24.0% | +3.8% |
| YTD | -12.4% | +48.7% | -61.0% | -17.4% |
| 1Y | -28.6% | +23.2% | -51.8% | -30.8% |
| 3Y | +11.8% | -23.9% | +35.7% | +7.1% |
| All | +11.8% | -23.5% | +35.3% | +7.1% |
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 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