+1,462.8%
BA vs SIRI
-17.3%
+1,480.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.4% | +1.0% |
| 7D | +1.2% | +1.6% | -0.4% | +1.0% |
| 30D | -11.6% | -4.7% | -6.9% | -11.4% |
| 3M | -2.4% | +5.3% | -7.6% | -2.8% |
| 6M | -6.6% | +30.5% | -37.1% | -8.4% |
| YTD | -2.2% | +49.6% | -51.9% | -5.1% |
| 1Y | -8.0% | +28.5% | -36.5% | -9.9% |
| 3Y | -5.0% | -27.5% | +22.5% | -4.6% |
| 5Y | -2.7% | -44.7% | +41.9% | -1.3% |
| 10Y | +75.9% | -12.6% | +88.5% | +75.1% |
| All | +1,462.8% | -17.3% | +1,480.1% | +1,217.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling