+26.8%
SIRI vs IBB
+42.3%
-15.6%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.4% |
| 7D | -3.0% | -5.2% | +2.2% | -2.2% |
| 30D | +1.3% | +1.5% | -0.2% | +1.2% |
| 3M | +5.6% | +22.1% | -16.5% | +3.3% |
| 6M | +35.2% | +17.7% | +17.4% | +32.0% |
| YTD | +49.1% | +20.2% | +28.9% | +43.8% |
| 1Y | +26.8% | +44.4% | -17.7% | +14.1% |
| All | +26.8% | +42.3% | -15.6% | +14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling