+0.3%
AGI vs SIRI
+59.9%
-59.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +8.4% | +2.3% | +9.3% |
| 7D | -5.3% | +22.3% | -27.5% | -7.9% |
| 30D | -7.1% | +26.9% | -34.1% | -10.3% |
| 3M | +4.4% | +9.6% | -5.2% | +3.1% |
| 6M | -23.0% | +27.2% | -50.2% | -25.4% |
| YTD | -22.0% | +72.4% | -94.4% | -25.5% |
| 1Y | +0.3% | +59.9% | -59.6% | +0.1% |
| All | +0.3% | +59.9% | -59.6% | +0.1% |
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