-9.3%
BA vs SIRI
+23.5%
-32.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.9% |
| 7D | -1.2% | -3.9% | +2.7% | -0.7% |
| 30D | -11.3% | -0.8% | -10.5% | -11.3% |
| 3M | -3.8% | +4.3% | -8.1% | -4.3% |
| 6M | -8.3% | +34.1% | -42.3% | -8.6% |
| YTD | -4.9% | +47.3% | -52.2% | -5.3% |
| All | -9.3% | +23.5% | -32.7% | -7.7% |
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