+3,343.4%
STX vs SIRI
-10.2%
+3,353.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.7% | -4.0% |
| 7D | -2.3% | +0.6% | -2.8% | -2.4% |
| 30D | -5.5% | +2.5% | -8.0% | -6.2% |
| 3M | -4.3% | +6.6% | -10.9% | -6.9% |
| 6M | +115.6% | +32.9% | +82.7% | +97.5% |
| YTD | +202.2% | +50.5% | +151.7% | +165.9% |
| 1Y | +325.3% | +28.0% | +297.3% | +290.2% |
| 3Y | +1,283.9% | -22.4% | +1,306.3% | +1,274.1% |
| 5Y | +1,048.3% | -41.3% | +1,089.6% | +1,071.4% |
| All | +3,343.4% | -10.2% | +3,353.6% | +2,540.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling