+16,011.1%
STX vs SIRI
+409.5%
+15,601.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.6% | +9.0% | +6.7% |
| 7D | +2.4% | +1.6% | +0.8% | +2.0% |
| 30D | +1.4% | -4.7% | +6.1% | +2.0% |
| 3M | -8.2% | +5.3% | -13.5% | -9.2% |
| 6M | +127.0% | +30.5% | +96.5% | +117.7% |
| YTD | +209.1% | +49.6% | +159.5% | +190.1% |
| 1Y | +365.4% | +28.5% | +336.9% | +345.5% |
| 3Y | +1,135.4% | -27.5% | +1,162.8% | +1,145.9% |
| 5Y | +991.5% | -44.7% | +1,036.2% | +1,018.3% |
| 10Y | +3,695.8% | -12.6% | +3,708.4% | +3,579.9% |
| All | +16,011.1% | +409.5% | +15,601.6% | +10,791.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling