+36.0%
SIRI vs IRE
-85.3%
+121.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -7.8% | +9.0% | +1.2% |
| 7D | -3.0% | +7.9% | -10.9% | -3.0% |
| 30D | +1.3% | +9.3% | -8.0% | +1.3% |
| 3M | +5.6% | -52.3% | +58.0% | +6.7% |
| 6M | +35.2% | -38.5% | +73.6% | +37.4% |
| YTD | +49.1% | -54.8% | +103.9% | +48.7% |
| All | +36.0% | -85.3% | +121.3% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded IRE 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling