+59.9%
SIRI vs FGI
+38.7%
+21.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -5.0% | +13.4% | +8.5% |
| 7D | +22.3% | +3.3% | +18.9% | +22.2% |
| 30D | +26.9% | -2.0% | +29.0% | +26.9% |
| 3M | +9.6% | +60.3% | -50.7% | +9.2% |
| 6M | +27.2% | +0.7% | +26.4% | +27.5% |
| YTD | +72.4% | +30.2% | +42.2% | +66.8% |
| 1Y | +59.9% | +44.4% | +15.6% | +51.4% |
| All | +59.9% | +38.7% | +21.2% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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