-11.3%
SIRI vs BUD
-22.3%
+11.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.7% |
| 7D | +0.6% | -2.6% | +3.2% | +1.4% |
| 30D | +2.5% | -1.2% | +3.7% | +2.8% |
| 3M | +6.6% | -4.9% | +11.5% | +8.1% |
| 6M | +32.9% | +9.3% | +23.6% | +27.9% |
| YTD | +50.5% | +24.0% | +26.5% | +38.3% |
| 1Y | +28.0% | +34.5% | -6.6% | +14.0% |
| 3Y | -22.4% | +43.7% | -66.1% | -33.1% |
| 5Y | -41.3% | +46.0% | -87.3% | -50.8% |
| All | -11.3% | -22.3% | +11.0% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling