+25.0%
FLEX vs SIRI
+59.9%
-34.9%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +8.4% | -20.8% | -12.0% |
| 7D | -17.0% | +22.3% | -39.2% | -17.3% |
| 30D | -33.8% | +26.9% | -60.8% | -34.3% |
| 3M | -39.0% | +9.6% | -48.6% | -38.6% |
| 6M | -15.9% | +27.2% | -43.1% | -19.0% |
| YTD | +27.8% | +72.4% | -44.6% | +9.8% |
| 1Y | +25.0% | +59.9% | -35.0% | +15.4% |
| All | +25.0% | +59.9% | -34.9% | +15.4% |
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