+555.0%
LITE vs SIRI
+25.1%
+529.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.7% | +11.7% | +11.1% |
| 7D | +12.6% | +4.3% | +8.3% | +11.9% |
| 30D | +9.9% | -2.8% | +12.8% | +10.2% |
| 3M | +9.3% | +5.9% | +3.4% | +5.4% |
| 6M | +75.2% | +31.9% | +43.3% | +61.5% |
| YTD | +165.5% | +48.7% | +116.8% | +135.2% |
| 1Y | +555.0% | +23.2% | +531.8% | +473.6% |
| All | +555.0% | +25.1% | +529.9% | +473.6% |
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