+46.4%
UBER vs SIRI
-22.6%
+69.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.4% |
| 7D | -5.4% | +0.6% | -6.0% | -5.5% |
| 30D | -4.9% | +2.5% | -7.4% | -5.4% |
| 3M | +3.0% | +6.6% | -3.6% | +1.7% |
| 6M | -4.4% | +32.9% | -37.3% | -9.7% |
| YTD | -12.3% | +50.5% | -62.7% | -19.2% |
| 1Y | -24.3% | +28.0% | -52.3% | -28.3% |
| 3Y | +46.4% | -22.4% | +68.9% | +42.5% |
| All | +46.4% | -22.6% | +69.0% | +42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling