+2,606.6%
SYY vs SIRI
-18.6%
+2,625.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.2% |
| 7D | -0.2% | -3.9% | +3.7% | -0.1% |
| 30D | -2.7% | -0.8% | -1.9% | -2.7% |
| 3M | +5.9% | +4.3% | +1.6% | +5.7% |
| 6M | -2.3% | +34.1% | -36.4% | -3.5% |
| YTD | +13.1% | +47.3% | -34.2% | +11.3% |
| 1Y | +3.8% | +22.9% | -19.2% | +2.7% |
| 3Y | +26.7% | -24.6% | +51.3% | +26.7% |
| 5Y | +19.4% | -43.2% | +62.6% | +20.0% |
| 10Y | +112.0% | -12.3% | +124.3% | +110.7% |
| All | +2,606.6% | -18.6% | +2,625.2% | +2,622.1% |
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