-11.3%
SIRI vs INDA
+84.7%
-96.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | 0.0% | +0.5% |
| 7D | +0.6% | -2.7% | +3.2% | +1.9% |
| 30D | +2.5% | -2.8% | +5.3% | +3.9% |
| 3M | +6.6% | +1.6% | +5.0% | +5.7% |
| 6M | +32.9% | -1.4% | +34.3% | +33.5% |
| YTD | +50.5% | -10.1% | +60.6% | +57.7% |
| 1Y | +28.0% | -8.8% | +36.7% | +33.0% |
| 3Y | -22.4% | +7.6% | -30.0% | -25.6% |
| 5Y | -41.3% | +5.8% | -47.1% | -43.7% |
| All | -11.3% | +84.7% | -96.0% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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