+22.7%
ACWI vs SIRI
+28.3%
-5.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.1% |
| 7D | +0.5% | +1.6% | -1.1% | +0.4% |
| 30D | +0.9% | -4.7% | +5.6% | +1.1% |
| 3M | +2.4% | +5.3% | -2.9% | +1.8% |
| 6M | +12.4% | +30.5% | -18.1% | +10.2% |
| YTD | +15.2% | +49.6% | -34.5% | +11.9% |
| 1Y | +22.7% | +28.5% | -5.8% | +21.0% |
| All | +22.7% | +28.3% | -5.6% | +21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling