+264.1%
AG vs SIRI
-23.3%
+287.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.1% | -5.1% |
| 7D | -5.8% | -3.0% | -2.8% | -5.3% |
| 30D | +6.4% | +1.3% | +5.1% | +6.1% |
| 3M | +28.4% | +5.6% | +22.7% | +26.9% |
| 6M | -24.5% | +35.2% | -59.6% | -28.1% |
| YTD | +21.2% | +49.1% | -27.9% | +12.9% |
| 1Y | +114.1% | +26.8% | +87.3% | +104.9% |
| All | +264.1% | -23.3% | +287.4% | +286.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling