+105.2%
TQQQ vs SIRI
-41.5%
+146.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.6% | +2.2% |
| 7D | -1.9% | +0.6% | -2.5% | -2.1% |
| 30D | -4.9% | +2.5% | -7.3% | -5.9% |
| 3M | -6.4% | +6.6% | -13.0% | -9.5% |
| 6M | +44.4% | +32.9% | +11.5% | +28.0% |
| YTD | +35.2% | +50.5% | -15.3% | +13.0% |
| 1Y | +49.5% | +28.0% | +21.5% | +32.7% |
| 3Y | +250.7% | -22.4% | +273.1% | +251.3% |
| All | +105.2% | -41.5% | +146.6% | +186.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling