+3,561.6%
SIRI vs HBM
+649.7%
+2,911.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | -3.9% | +5.5% | -9.4% | -4.7% |
| 30D | -0.8% | +3.3% | -4.1% | -1.4% |
| 3M | +4.3% | +12.7% | -8.3% | +1.7% |
| 6M | +34.1% | +28.2% | +5.9% | +27.1% |
| YTD | +47.3% | +45.3% | +2.0% | +35.7% |
| 1Y | +22.9% | +121.7% | -98.8% | +5.4% |
| 3Y | -24.6% | +523.5% | -548.1% | -46.0% |
| 5Y | -43.2% | +393.9% | -437.1% | -59.9% |
| 10Y | -12.3% | +647.9% | -660.2% | -50.5% |
| All | +3,561.6% | +649.7% | +2,911.9% | +2,419.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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