-53.2%
TEAM vs SIRI
-43.2%
-10.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.7% | +0.9% |
| 7D | -4.7% | -3.9% | -0.8% | -3.9% |
| 30D | +17.0% | -0.8% | +17.9% | +17.1% |
| 3M | +85.9% | +4.3% | +81.6% | +84.6% |
| 6M | +116.7% | +34.1% | +82.6% | +104.5% |
| YTD | +9.6% | +47.3% | -37.7% | +1.3% |
| 1Y | -2.5% | +22.9% | -25.4% | -6.9% |
| 3Y | -14.0% | -24.6% | +10.6% | -14.6% |
| All | -53.2% | -43.2% | -10.0% | -45.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling