+65.0%
HAL vs SIRI
+26.8%
+38.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.2% | -4.0% | -2.9% |
| 7D | -3.3% | -3.0% | -0.3% | -3.1% |
| 30D | +7.2% | +1.3% | +5.9% | +7.1% |
| 3M | -8.8% | +5.6% | -14.4% | -9.9% |
| 6M | +3.0% | +35.2% | -32.2% | -4.1% |
| YTD | +29.4% | +49.1% | -19.7% | +16.9% |
| All | +65.0% | +26.8% | +38.1% | +53.7% |
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