-2.7%
SMCI vs SIRI
+28.3%
-31.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.6% | +7.2% | +4.5% |
| 7D | +6.8% | +1.6% | +5.2% | +6.7% |
| 30D | +30.6% | -4.7% | +35.3% | +30.5% |
| 3M | -15.6% | +5.3% | -20.9% | -17.2% |
| 6M | +21.3% | +30.5% | -9.3% | +15.1% |
| YTD | +35.3% | +49.6% | -14.4% | +28.8% |
| 1Y | -2.7% | +28.5% | -31.2% | -10.7% |
| All | -2.7% | +28.3% | -31.1% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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