+29.1%
Q vs SIRI
+55.3%
-26.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -3.0% |
| 7D | +11.5% | -3.7% | +15.2% | +11.5% |
| 30D | -0.2% | +20.4% | -20.6% | -0.4% |
| 3M | -13.6% | +12.5% | -26.1% | -13.6% |
| 6M | -27.0% | +23.4% | -50.5% | -28.5% |
| YTD | +50.5% | +65.2% | -14.6% | +41.0% |
| 1Y | +33.8% | +52.4% | -18.6% | +26.9% |
| All | +29.1% | +55.3% | -26.2% | +22.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling