+307.1%
TPR vs SIRI
-11.0%
+318.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.7% | +1.5% |
| 7D | -5.1% | -3.0% | -2.1% | -4.2% |
| 30D | -27.6% | +1.3% | -28.8% | -27.9% |
| 3M | -17.5% | +5.6% | -23.1% | -19.1% |
| 6M | -21.3% | +35.2% | -56.5% | -29.0% |
| YTD | -8.5% | +49.1% | -57.5% | -20.1% |
| 1Y | +11.5% | +26.8% | -15.3% | +2.0% |
| 3Y | +288.0% | -23.7% | +311.7% | +287.9% |
| 5Y | +225.2% | -41.8% | +267.0% | +228.7% |
| All | +307.1% | -11.0% | +318.1% | +241.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling