+272.1%
C vs SIRI
-24.2%
+296.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.9% |
| 7D | +2.6% | -3.9% | +6.5% | +3.3% |
| 30D | +1.9% | -0.8% | +2.7% | +2.0% |
| 3M | +2.8% | +4.3% | -1.5% | +1.8% |
| 6M | +30.6% | +34.1% | -3.5% | +23.2% |
| YTD | +19.9% | +47.3% | -27.4% | +10.7% |
| 1Y | +44.6% | +22.9% | +21.6% | +37.9% |
| All | +272.1% | -24.2% | +296.3% | +266.9% |
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 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