-3.5%
BRO vs SIRI
+59.1%
-62.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | +9.9% | +15.9% | -6.0% | +6.9% |
| 30D | +22.3% | +26.0% | -3.7% | +17.3% |
| 3M | +5.3% | +9.2% | -3.8% | +3.0% |
| 6M | +30.3% | +28.3% | +2.1% | +27.0% |
| YTD | -5.7% | +71.5% | -77.2% | -9.2% |
| 1Y | -3.5% | +55.0% | -58.4% | -8.0% |
| All | -3.5% | +59.1% | -62.5% | -8.0% |
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