+28.5%
SIRI vs MKC
-23.4%
+51.9%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.7% | -2.6% |
| 7D | +1.6% | -5.9% | +7.5% | +1.8% |
| 30D | -4.7% | -0.9% | -3.8% | -4.7% |
| 3M | +5.3% | +12.7% | -7.5% | +5.1% |
| 6M | +30.5% | -19.3% | +49.8% | +30.7% |
| YTD | +49.6% | -22.2% | +71.8% | +49.6% |
| 1Y | +28.5% | -23.3% | +51.8% | +29.0% |
| All | +28.5% | -23.4% | +51.9% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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