+77.0%
PR vs SIRI
+52.2%
+24.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.6% | +3.6% | +1.8% |
| 7D | +6.7% | -3.7% | +10.4% | +6.3% |
| 30D | -6.1% | +20.4% | -26.6% | -5.1% |
| 3M | +6.9% | +12.5% | -5.7% | +7.9% |
| 6M | +14.6% | +23.4% | -8.8% | +14.9% |
| YTD | +66.1% | +65.2% | +1.0% | +59.5% |
| 1Y | +77.0% | +52.4% | +24.7% | +76.4% |
| All | +77.0% | +52.2% | +24.8% | +76.4% |
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