-87.6%
SIRI vs IBB
+560.8%
-648.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.1% |
| 7D | +1.6% | +1.4% | +0.2% | +0.7% |
| 30D | -4.7% | +10.5% | -15.2% | -10.8% |
| 3M | +5.3% | +23.6% | -18.4% | -8.5% |
| 6M | +30.5% | +22.6% | +7.9% | +13.4% |
| YTD | +49.6% | +25.7% | +24.0% | +27.2% |
| 1Y | +28.5% | +51.4% | -22.9% | -3.5% |
| 3Y | -27.5% | +64.4% | -91.8% | -48.2% |
| 5Y | -44.7% | +22.1% | -66.8% | -53.3% |
| 10Y | -12.6% | +132.5% | -145.1% | -54.7% |
| All | -87.6% | +560.8% | -648.4% | -97.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling