+282.7%
FLEX vs SIRI
-22.7%
+305.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.4% | -4.1% |
| 7D | +7.5% | -1.7% | +9.1% | +7.8% |
| 30D | -25.3% | +21.1% | -46.4% | -28.3% |
| 3M | -39.7% | +14.7% | -54.4% | -41.6% |
| 6M | -47.9% | +22.9% | -70.8% | -50.7% |
| YTD | +24.1% | +65.7% | -41.6% | +8.7% |
| 1Y | +26.0% | +53.5% | -27.5% | +12.5% |
| 3Y | +282.7% | -23.0% | +305.7% | +293.3% |
| All | +282.7% | -22.7% | +305.4% | +293.3% |
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