+367.1%
ASX vs SIRI
-22.6%
+389.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.3% | +4.6% | +3.5% |
| 7D | -9.1% | +5.5% | -14.7% | -10.2% |
| 30D | -23.6% | +22.6% | -46.2% | -26.8% |
| 3M | -5.6% | +12.9% | -18.6% | -8.3% |
| 6M | +4.7% | +22.3% | -17.6% | -0.6% |
| YTD | +122.6% | +67.8% | +54.8% | +94.7% |
| 1Y | +133.0% | +54.6% | +78.5% | +107.8% |
| 3Y | +367.1% | -21.4% | +388.5% | +362.5% |
| All | +367.1% | -22.6% | +389.7% | +362.5% |
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 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