-52.2%
OPEN vs SIRI
+24.9%
-77.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.2% | -7.9% | -7.1% |
| 7D | -10.5% | -3.0% | -7.6% | -9.6% |
| 30D | -21.8% | +1.3% | -23.1% | -22.2% |
| 3M | -37.5% | +5.6% | -43.1% | -39.0% |
| 6M | -44.1% | +35.2% | -79.3% | -49.9% |
| YTD | -52.0% | +49.1% | -101.0% | -57.8% |
| 1Y | -52.2% | +26.8% | -79.0% | -58.4% |
| All | -52.2% | +24.9% | -77.2% | -58.4% |
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