+55.3%
BE vs SIRI
+59.9%
-4.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.4% | -14.8% | -5.8% |
| 7D | -12.1% | +22.3% | -34.4% | -11.2% |
| 30D | -30.1% | +26.9% | -57.0% | -29.3% |
| 3M | -12.1% | +9.6% | -21.8% | -10.4% |
| 6M | -30.6% | +27.2% | -57.7% | -33.0% |
| YTD | +130.6% | +72.4% | +58.2% | +111.1% |
| 1Y | +55.3% | +59.9% | -4.6% | +54.7% |
| All | +55.3% | +59.9% | -4.6% | +54.7% |
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