+708.6%
TLN vs SIRI
-2.1%
+710.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -2.8% |
| 7D | +11.0% | -1.7% | +12.7% | +11.1% |
| 30D | +4.9% | +21.1% | -16.2% | +3.7% |
| 3M | +4.9% | +14.7% | -9.8% | +4.0% |
| 6M | +7.1% | +22.9% | -15.8% | +5.5% |
| YTD | +0.3% | +65.7% | -65.4% | -3.2% |
| 1Y | +5.9% | +53.5% | -47.6% | +2.7% |
| 3Y | +578.5% | -23.0% | +601.5% | +561.5% |
| All | +708.6% | -2.1% | +710.7% | +631.9% |
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 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