+25.0%
HL vs SIRI
+59.9%
-34.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +8.4% | +4.7% | +11.1% |
| 7D | +0.2% | +22.3% | -22.1% | -3.6% |
| 30D | -12.1% | +26.9% | -39.1% | -16.1% |
| 3M | -2.8% | +9.6% | -12.4% | -5.0% |
| 6M | -14.9% | +27.2% | -42.1% | -18.7% |
| YTD | -22.0% | +72.4% | -94.4% | -23.2% |
| 1Y | +25.0% | +59.9% | -34.9% | +28.3% |
| All | +25.0% | +59.9% | -34.8% | +28.3% |
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 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