-10.1%
BA vs SIRI
-26.1%
+16.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.8% |
| 7D | +1.1% | +12.6% | -11.5% | -0.7% |
| 30D | -7.9% | +25.9% | -33.8% | -11.0% |
| 3M | -25.3% | +10.3% | -35.6% | -26.5% |
| 6M | -24.6% | +24.8% | -49.4% | -27.1% |
| YTD | -20.1% | +68.6% | -88.7% | -26.0% |
| 1Y | -11.8% | +55.9% | -67.7% | -17.4% |
| 3Y | -10.1% | -22.3% | +12.2% | -9.3% |
| All | -10.1% | -26.1% | +16.0% | -9.3% |
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