+64.8%
PR vs SIRI
0.0%
+64.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.3% |
| 7D | -12.4% | +11.4% | -23.8% | -15.1% |
| 30D | -6.6% | +24.2% | -30.8% | -12.1% |
| 3M | +7.5% | +11.1% | -3.6% | +4.0% |
| 6M | +10.8% | +23.9% | -13.1% | +3.3% |
| YTD | +57.0% | +70.0% | -13.0% | +33.0% |
| 1Y | +67.9% | +56.6% | +11.3% | +45.5% |
| 3Y | +87.6% | -21.4% | +108.9% | +87.7% |
| 5Y | +220.4% | -38.3% | +258.7% | +225.1% |
| 10Y | +64.8% | -3.5% | +68.3% | +85.9% |
| All | +64.8% | 0.0% | +64.8% | +85.9% |
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