+12.8%
TEAM vs SIRI
+28.3%
-15.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.6% | 0.0% | -2.0% |
| 7D | -0.4% | +1.6% | -2.0% | -0.8% |
| 30D | +67.3% | -4.7% | +72.0% | +69.5% |
| 3M | +86.8% | +5.3% | +81.5% | +86.5% |
| 6M | +146.8% | +30.5% | +116.3% | +135.5% |
| YTD | +16.9% | +49.6% | -32.7% | +8.8% |
| 1Y | +12.8% | +28.5% | -15.7% | +10.0% |
| All | +12.8% | +28.3% | -15.6% | +10.0% |
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