-11.3%
SIRI vs BRKR
+155.3%
-166.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.0% |
| 7D | +0.6% | -8.7% | +9.2% | +2.8% |
| 30D | +2.5% | -9.9% | +12.3% | +5.1% |
| 3M | +6.6% | -3.1% | +9.7% | +5.3% |
| 6M | +32.9% | +45.5% | -12.6% | +15.2% |
| YTD | +50.5% | +13.7% | +36.8% | +39.2% |
| 1Y | +28.0% | +67.4% | -39.5% | +3.8% |
| 3Y | -22.4% | -13.2% | -9.2% | -26.1% |
| 5Y | -41.3% | -39.5% | -1.8% | -38.9% |
| All | -11.3% | +155.3% | -166.6% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling