+1,337.5%
STX vs SIRI
-23.3%
+1,360.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.8% | -2.8% |
| 7D | +8.0% | -3.0% | +11.0% | +8.4% |
| 30D | +5.1% | +1.3% | +3.8% | +4.8% |
| 3M | +5.8% | +5.6% | +0.1% | +4.0% |
| 6M | +124.9% | +35.1% | +89.8% | +112.2% |
| YTD | +213.9% | +49.0% | +164.9% | +190.1% |
| 1Y | +350.4% | +26.8% | +323.6% | +327.9% |
| All | +1,337.5% | -23.3% | +1,360.8% | +1,331.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling