-11.3%
SIRI vs TRU
+147.2%
-158.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | 0.0% | +0.6% |
| 7D | +0.6% | -2.7% | +3.3% | +1.5% |
| 30D | +2.5% | -2.0% | +4.5% | +3.0% |
| 3M | +6.6% | +18.4% | -11.8% | -0.1% |
| 6M | +32.9% | +8.9% | +24.0% | +27.3% |
| YTD | +50.5% | -8.9% | +59.4% | +52.1% |
| 1Y | +28.0% | -15.9% | +43.8% | +32.4% |
| 3Y | -22.4% | -1.1% | -21.3% | -27.7% |
| 5Y | -41.3% | -35.2% | -6.1% | -36.6% |
| All | -11.3% | +147.2% | -158.5% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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