+4,167.1%
SMCI vs SIRI
+13.0%
+4,154.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.2% | -4.2% |
| 7D | -1.3% | -3.0% | +1.7% | -0.8% |
| 30D | +18.3% | +1.3% | +17.0% | +17.9% |
| 3M | +27.7% | +5.6% | +22.1% | +25.9% |
| 6M | +17.6% | +35.2% | -17.6% | +11.5% |
| YTD | +27.7% | +49.1% | -21.4% | +18.7% |
| 1Y | -14.9% | +26.8% | -41.7% | -18.9% |
| 3Y | +33.2% | -23.7% | +56.9% | +34.0% |
| 5Y | +921.6% | -41.8% | +963.4% | +944.7% |
| 10Y | +1,672.4% | -11.3% | +1,683.7% | +1,630.0% |
| All | +4,167.1% | +13.0% | +4,154.2% | +3,942.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling