+469.4%
PWR vs SIRI
-41.5%
+510.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +5.1% |
| 7D | +4.2% | +0.6% | +3.6% | +4.1% |
| 30D | -4.0% | +2.5% | -6.5% | -4.3% |
| 3M | -4.8% | +6.6% | -11.4% | -5.7% |
| 6M | +14.6% | +32.9% | -18.2% | +10.8% |
| YTD | +54.2% | +50.5% | +3.8% | +46.8% |
| 1Y | +67.1% | +28.0% | +39.1% | +61.7% |
| 3Y | +218.5% | -22.4% | +240.9% | +217.5% |
| All | +469.4% | -41.5% | +510.9% | +502.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling