+39,814.5%
RMD vs SIRI
+1.9%
+39,812.6%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -3.2% |
| 7D | -4.5% | +4.3% | -8.7% | -4.7% |
| 30D | +4.6% | -2.8% | +7.4% | +4.7% |
| 3M | +14.8% | +5.9% | +8.9% | +14.4% |
| 6M | -12.1% | +31.9% | -44.0% | -13.6% |
| YTD | -7.5% | +48.7% | -56.1% | -9.7% |
| 1Y | -20.1% | +23.2% | -43.3% | -21.2% |
| 3Y | +53.9% | -23.9% | +77.8% | +54.2% |
| 5Y | -22.2% | -43.4% | +21.2% | -21.4% |
| 10Y | +268.2% | -13.6% | +281.8% | +263.9% |
| All | +39,814.5% | +1.9% | +39,812.6% | +36,417.9% |
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 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