+14,165.4%
TECH vs SIRI
-17.3%
+14,182.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.2% |
| 7D | +0.1% | +1.6% | -1.5% | 0.0% |
| 30D | +0.7% | -4.7% | +5.4% | +1.0% |
| 3M | +36.3% | +5.3% | +31.1% | +35.7% |
| 6M | +25.6% | +30.5% | -4.9% | +22.8% |
| YTD | +23.7% | +49.6% | -25.9% | +19.6% |
| 1Y | +37.6% | +28.5% | +9.1% | +34.5% |
| 3Y | -6.6% | -27.5% | +20.9% | -5.9% |
| 5Y | -42.2% | -44.7% | +2.4% | -41.1% |
| 10Y | +187.6% | -12.6% | +200.2% | +183.1% |
| All | +14,165.4% | -17.3% | +14,182.7% | +12,501.3% |
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 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