+10,049.8%
SU vs SIRI
-17.7%
+10,067.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.2% |
| 7D | +1.7% | -3.0% | +4.6% | +1.8% |
| 30D | +9.6% | +1.3% | +8.3% | +9.5% |
| 3M | +11.7% | +5.6% | +6.1% | +11.3% |
| 6M | +21.9% | +35.2% | -13.2% | +19.9% |
| YTD | +58.6% | +49.1% | +9.6% | +55.1% |
| 1Y | +66.5% | +26.8% | +39.7% | +64.0% |
| 3Y | +121.4% | -23.7% | +145.1% | +121.2% |
| 5Y | +355.7% | -41.8% | +397.6% | +358.0% |
| 10Y | +264.2% | -11.3% | +275.5% | +260.2% |
| All | +10,049.8% | -17.7% | +10,067.4% | +9,061.0% |
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