+202.9%
PWR vs SIRI
-23.3%
+226.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -1.4% |
| 7D | -0.2% | -3.0% | +2.8% | 0.0% |
| 30D | -7.7% | +1.3% | -9.0% | -7.8% |
| 3M | -4.9% | +5.6% | -10.6% | -5.7% |
| 6M | +9.7% | +35.2% | -25.4% | +6.5% |
| YTD | +46.7% | +49.1% | -2.4% | +40.9% |
| 1Y | +58.7% | +26.8% | +31.9% | +54.5% |
| All | +202.9% | -23.3% | +226.2% | +201.5% |
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