+696.9%
P vs SIRI
-14.2%
+711.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.8% |
| 7D | +5.0% | -3.9% | +8.9% | +6.2% |
| 30D | -0.9% | -0.8% | -0.1% | -0.9% |
| 3M | +38.7% | +4.3% | +34.3% | +35.6% |
| 6M | +54.4% | +34.1% | +20.3% | +39.3% |
| YTD | +44.8% | +47.3% | -2.5% | +25.5% |
| 1Y | +22.5% | +22.9% | -0.4% | +11.7% |
| 3Y | +148.2% | -24.6% | +172.8% | +147.7% |
| 5Y | +268.9% | -43.2% | +312.1% | +270.6% |
| 10Y | +696.9% | -12.3% | +709.2% | +533.8% |
| All | +696.9% | -14.2% | +711.1% | +533.8% |
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