+86.2%
SU vs SIRI
+59.9%
+26.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +8.4% | -13.0% | -3.7% |
| 7D | -7.1% | +22.3% | -29.3% | -5.6% |
| 30D | +4.8% | +26.9% | -22.2% | +6.6% |
| 3M | +12.5% | +9.6% | +2.9% | +13.7% |
| 6M | +6.5% | +27.2% | -20.7% | +7.9% |
| YTD | +65.8% | +72.4% | -6.6% | +64.8% |
| 1Y | +86.2% | +59.9% | +26.2% | +87.5% |
| All | +86.2% | +59.9% | +26.3% | +87.5% |
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