+1,972.8%
STX vs SIRI
-7.4%
+1,980.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.2% |
| 7D | +14.6% | -1.7% | +16.3% | +15.1% |
| 30D | -26.0% | +21.1% | -47.1% | -29.7% |
| 3M | -42.6% | +14.7% | -57.3% | -44.9% |
| 6M | -35.3% | +22.9% | -58.2% | -39.5% |
| YTD | +92.5% | +65.7% | +26.7% | +64.6% |
| 1Y | +102.4% | +53.5% | +48.9% | +76.8% |
| 3Y | +673.8% | -23.0% | +696.8% | +679.6% |
| 5Y | +463.1% | -41.5% | +504.5% | +488.0% |
| All | +1,972.8% | -7.4% | +1,980.3% | +1,683.8% |
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