+740.1%
TEAM vs SIRI
-9.5%
+749.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.7% | -6.3% | -6.8% |
| 7D | -5.7% | +4.3% | -9.9% | -6.7% |
| 30D | +18.3% | -2.8% | +21.2% | +19.0% |
| 3M | +80.2% | +5.9% | +74.3% | +77.8% |
| 6M | +111.0% | +31.9% | +79.0% | +96.5% |
| YTD | +8.8% | +48.7% | -39.8% | -2.0% |
| 1Y | +2.2% | +23.2% | -21.1% | -3.9% |
| 3Y | -14.6% | -23.9% | +9.3% | -14.2% |
| 5Y | -53.8% | -43.4% | -10.4% | -51.8% |
| 10Y | +475.2% | -13.6% | +488.8% | +324.2% |
| All | +740.1% | -9.5% | +749.6% | +560.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling