+350.4%
STX vs SIRI
+24.9%
+325.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.9% | -2.7% |
| 7D | +8.0% | -3.0% | +11.0% | +8.0% |
| 30D | +5.1% | +1.3% | +3.8% | +5.1% |
| 3M | +5.8% | +5.6% | +0.1% | +3.5% |
| 6M | +124.9% | +35.2% | +89.8% | +115.8% |
| YTD | +213.9% | +49.1% | +164.8% | +195.6% |
| 1Y | +350.4% | +26.8% | +323.6% | +342.3% |
| All | +350.4% | +24.9% | +325.5% | +342.3% |
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