-37.5%
U vs SIRI
-33.7%
-3.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +2.8% |
| 7D | +4.5% | +4.3% | +0.2% | +3.2% |
| 30D | -0.6% | -2.8% | +2.3% | 0.0% |
| 3M | +48.4% | +5.9% | +42.5% | +45.7% |
| 6M | +115.4% | +31.9% | +83.4% | +97.9% |
| YTD | -3.2% | +48.7% | -51.9% | -15.2% |
| 1Y | -6.0% | +23.2% | -29.3% | -13.1% |
| 3Y | +13.5% | -23.9% | +37.3% | +15.9% |
| 5Y | -68.0% | -43.4% | -24.6% | -64.4% |
| All | -37.5% | -33.7% | -3.8% | -35.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling