+11.5%
SPMO vs SIRI
+59.9%
-48.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.4% | -9.3% | -0.6% |
| 7D | -8.9% | +22.3% | -31.1% | -8.4% |
| 30D | -13.8% | +26.9% | -40.7% | -13.3% |
| 3M | -12.5% | +9.6% | -22.1% | -12.0% |
| 6M | -1.5% | +27.2% | -28.7% | -2.3% |
| YTD | +11.3% | +72.4% | -61.1% | +8.3% |
| 1Y | +11.5% | +59.9% | -48.5% | +10.3% |
| All | +11.5% | +59.9% | -48.4% | +10.3% |
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