+5.5%
GD vs SIRI
+56.0%
-50.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.4% | +2.2% |
| 7D | -3.0% | +11.4% | -14.4% | -4.0% |
| 30D | +9.3% | +24.2% | -14.9% | +7.1% |
| 3M | -7.2% | +11.1% | -18.3% | -8.3% |
| 6M | +5.5% | +23.9% | -18.4% | +3.0% |
| YTD | +9.5% | +70.0% | -60.5% | +1.8% |
| All | +5.5% | +56.0% | -50.6% | -0.1% |
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