+46.2%
SLB vs SIRI
+59.9%
-13.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.4% | -9.5% | -1.8% |
| 7D | -4.1% | +22.3% | -26.3% | -6.0% |
| 30D | +2.5% | +26.9% | -24.4% | 0.0% |
| 3M | +2.0% | +9.6% | -7.6% | +0.8% |
| 6M | -6.3% | +27.2% | -33.5% | -10.2% |
| YTD | +36.5% | +72.4% | -35.9% | +15.9% |
| 1Y | +46.2% | +59.9% | -13.7% | +30.3% |
| All | +46.2% | +59.9% | -13.6% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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