-10.1%
SIRI vs IBB
+126.8%
-136.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.6% |
| 7D | -1.7% | -0.5% | -1.2% | -1.4% |
| 30D | +21.1% | +4.6% | +16.6% | +18.1% |
| 3M | +14.7% | +6.8% | +7.9% | +10.0% |
| 6M | +22.9% | +23.1% | -0.2% | +8.7% |
| YTD | +65.7% | +26.0% | +39.7% | +43.3% |
| 1Y | +53.5% | +30.4% | +23.1% | +30.0% |
| 3Y | -23.0% | +85.4% | -108.4% | -46.4% |
| 5Y | -41.5% | +39.7% | -81.2% | -53.4% |
| All | -10.1% | +126.8% | -136.9% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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