+63.4%
GEN vs SIRI
-24.2%
+87.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -2.9% | -3.9% | +1.0% | -2.4% |
| 30D | +2.1% | -0.8% | +2.9% | +2.1% |
| 3M | +19.7% | +4.3% | +15.4% | +19.0% |
| 6M | +33.3% | +34.1% | -0.8% | +28.1% |
| YTD | +11.1% | +47.3% | -36.2% | +5.2% |
| 1Y | +3.0% | +22.9% | -19.9% | -0.2% |
| All | +63.4% | -24.2% | +87.6% | +62.3% |
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