-100.0%
SPXU vs SIRI
+850.0%
-950.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +2.5% |
| 7D | +6.4% | -3.0% | +9.3% | +4.6% |
| 30D | +5.9% | +1.3% | +4.7% | +7.0% |
| 3M | -11.7% | +5.6% | -17.3% | -8.5% |
| 6M | -28.7% | +35.2% | -63.8% | -13.8% |
| YTD | -26.4% | +49.1% | -75.4% | -5.7% |
| 1Y | -35.2% | +26.8% | -62.0% | -23.9% |
| 3Y | -79.8% | -23.7% | -56.1% | -79.3% |
| 5Y | -86.1% | -41.8% | -44.2% | -86.2% |
| 10Y | -99.5% | -11.3% | -88.3% | -99.1% |
| All | -100.0% | +850.0% | -950.0% | -100.0% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling