-88.6%
SIRI vs BB
+261.2%
-349.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.6% |
| 7D | -3.9% | +1.8% | -5.7% | -4.2% |
| 30D | -0.8% | -12.2% | +11.4% | +1.3% |
| 3M | +4.3% | -12.3% | +16.6% | +5.1% |
| 6M | +34.1% | +122.7% | -88.6% | +11.6% |
| YTD | +47.3% | +104.5% | -57.2% | +24.4% |
| 1Y | +22.9% | +106.7% | -83.8% | +2.8% |
| 3Y | -24.6% | +70.0% | -94.5% | -37.6% |
| 5Y | -43.2% | -27.8% | -15.4% | -47.5% |
| 10Y | -12.3% | +2.4% | -14.7% | -37.8% |
| All | -88.6% | +261.2% | -349.8% | -96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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