-21.4%
SIRI vs EXPD
+71.7%
-93.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | +5.5% | -7.4% | +12.9% | +7.6% |
| 30D | +22.6% | -2.1% | +24.7% | +23.1% |
| 3M | +12.9% | +5.7% | +7.2% | +10.8% |
| 6M | +22.3% | +21.4% | +0.9% | +15.0% |
| YTD | +67.8% | +27.6% | +40.2% | +53.4% |
| 1Y | +54.6% | +36.1% | +18.4% | +37.7% |
| 3Y | -21.4% | +69.9% | -91.3% | -34.8% |
| All | -21.4% | +71.7% | -93.1% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 3y: compounded portfolio wealth divided by compounded EXPD 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…
3y analysis · Full analysis span regression · 6 months rolling