+61.6%
STRL vs SIRI
+28.0%
+33.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +5.5% |
| 7D | +5.0% | +0.6% | +4.5% | +5.1% |
| 30D | -6.9% | +2.5% | -9.4% | -6.7% |
| 3M | -39.1% | +6.6% | -45.7% | -39.9% |
| 6M | +21.5% | +32.9% | -11.4% | +17.9% |
| YTD | +66.9% | +50.5% | +16.4% | +59.3% |
| 1Y | +61.6% | +28.0% | +33.7% | +66.2% |
| All | +61.6% | +28.0% | +33.6% | +66.2% |
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