+2,771.1%
NOW vs SIRI
+97.8%
+2,673.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.4% | -2.3% |
| 7D | -2.4% | +1.6% | -4.0% | -3.0% |
| 30D | +20.5% | -4.7% | +25.2% | +21.8% |
| 3M | +18.3% | +5.3% | +13.1% | +16.6% |
| 6M | +24.1% | +30.5% | -6.4% | +14.6% |
| YTD | -7.8% | +49.6% | -57.4% | -18.5% |
| 1Y | -21.4% | +28.5% | -49.9% | -27.7% |
| 3Y | +19.5% | -27.5% | +47.0% | +20.9% |
| 5Y | +4.1% | -44.7% | +48.7% | +8.6% |
| 10Y | +826.4% | -12.6% | +839.0% | +622.3% |
| All | +2,771.1% | +97.8% | +2,673.3% | +1,880.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling