+45.9%
HLT vs SIRI
+59.9%
-14.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.4% | -5.0% | +2.4% |
| 7D | +7.7% | +22.3% | -14.6% | +5.0% |
| 30D | +19.1% | +26.9% | -7.8% | +15.7% |
| 3M | +20.7% | +9.6% | +11.1% | +18.9% |
| 6M | +21.0% | +27.2% | -6.1% | +17.1% |
| YTD | +31.3% | +72.4% | -41.1% | +19.3% |
| 1Y | +45.9% | +59.9% | -14.1% | +35.2% |
| All | +45.9% | +59.9% | -14.0% | +35.2% |
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