+8,425.6%
PWR vs SIRI
-78.9%
+8,504.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.8% |
| 7D | +2.7% | -3.9% | +6.6% | +3.2% |
| 30D | -5.1% | -0.8% | -4.3% | -5.1% |
| 3M | -9.4% | +4.3% | -13.7% | -10.2% |
| 6M | +10.4% | +34.1% | -23.6% | +5.4% |
| YTD | +48.6% | +47.3% | +1.3% | +39.6% |
| 1Y | +68.0% | +22.9% | +45.1% | +61.6% |
| 3Y | +204.7% | -24.6% | +229.3% | +203.9% |
| 5Y | +451.9% | -43.2% | +495.1% | +459.9% |
| 10Y | +2,425.3% | -12.3% | +2,437.6% | +2,305.0% |
| All | +8,425.6% | -78.9% | +8,504.5% | +4,949.4% |
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