+494.4%
TEAM vs SIRI
-10.2%
+504.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -0.1% |
| 7D | -5.2% | +0.6% | -5.8% | -5.3% |
| 30D | +15.8% | +2.5% | +13.3% | +14.9% |
| 3M | +101.5% | +6.6% | +94.8% | +98.6% |
| 6M | +138.2% | +32.9% | +105.3% | +122.4% |
| YTD | +10.8% | +50.5% | -39.6% | +0.2% |
| 1Y | +1.7% | +28.0% | -26.3% | -4.8% |
| 3Y | -16.0% | -22.4% | +6.4% | -16.1% |
| 5Y | -52.7% | -41.3% | -11.4% | -51.3% |
| All | +494.4% | -10.2% | +504.7% | +397.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling