+14,254.0%
TECH vs SIRI
-8.5%
+14,262.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.3% | 0.0% |
| 7D | +0.1% | -1.7% | +1.8% | +0.3% |
| 30D | +0.5% | +21.1% | -20.6% | -1.0% |
| 3M | +1.1% | +14.7% | -13.6% | -0.1% |
| 6M | +62.8% | +22.9% | +39.9% | +60.0% |
| YTD | +24.5% | +65.7% | -41.3% | +19.4% |
| 1Y | +20.6% | +53.5% | -32.8% | +16.4% |
| 3Y | +29.5% | -23.0% | +52.5% | +30.0% |
| 5Y | -40.9% | -41.5% | +0.6% | -40.1% |
| 10Y | +189.5% | -7.4% | +196.9% | +183.4% |
| All | +14,254.0% | -8.5% | +14,262.5% | +12,472.6% |
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