-22.4%
SIRI vs UUUU
+74.5%
-96.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.9% | +1.3% |
| 7D | +0.6% | -10.5% | +11.1% | +1.3% |
| 30D | +2.5% | -10.5% | +13.0% | +3.2% |
| 3M | +6.6% | -14.1% | +20.7% | +7.4% |
| 6M | +32.9% | -35.5% | +68.4% | +36.2% |
| YTD | +50.5% | -10.9% | +61.4% | +47.3% |
| 1Y | +28.0% | +3.4% | +24.6% | +21.5% |
| 3Y | -22.4% | +73.1% | -95.5% | -34.5% |
| All | -22.4% | +74.5% | -96.9% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling