+445.9%
ASX vs SIRI
-23.5%
+469.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.7% | +6.2% |
| 7D | +6.3% | +4.3% | +2.0% | +5.2% |
| 30D | +6.4% | -2.8% | +9.3% | +7.0% |
| 3M | +13.1% | +5.9% | +7.2% | +10.8% |
| 6M | +90.3% | +31.9% | +58.4% | +77.0% |
| YTD | +149.6% | +48.7% | +101.0% | +125.1% |
| 1Y | +249.2% | +23.2% | +226.0% | +227.7% |
| 3Y | +445.9% | -23.9% | +469.8% | +439.2% |
| All | +445.9% | -23.5% | +469.4% | +439.2% |
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