+45.5%
C vs SIRI
+24.9%
+20.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.4% |
| 7D | +0.3% | -3.0% | +3.3% | +0.5% |
| 30D | +2.0% | +1.3% | +0.7% | +1.9% |
| 3M | +4.4% | +5.6% | -1.2% | +3.5% |
| 6M | +28.3% | +35.1% | -6.8% | +23.5% |
| YTD | +20.5% | +49.0% | -28.6% | +13.2% |
| 1Y | +45.5% | +26.8% | +18.8% | +40.4% |
| All | +45.5% | +24.9% | +20.6% | +40.4% |
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