+59.9%
SIRI vs RACE
+10.6%
+49.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +4.3% | +4.2% | +7.0% |
| 7D | +22.3% | +9.9% | +12.3% | +18.8% |
| 30D | +26.9% | +12.8% | +14.2% | +22.4% |
| 3M | +9.6% | +7.4% | +2.2% | +7.2% |
| 6M | +27.2% | +27.6% | -0.4% | +17.7% |
| YTD | +72.4% | +18.4% | +54.0% | +63.3% |
| 1Y | +59.9% | +9.5% | +50.4% | +58.7% |
| All | +59.9% | +10.6% | +49.4% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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