+32.9%
URI vs SIRI
+59.9%
-27.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +8.4% | -12.8% | -5.0% |
| 7D | -4.3% | +22.3% | -26.6% | -6.4% |
| 30D | +4.6% | +26.9% | -22.3% | +1.9% |
| 3M | -2.1% | +9.6% | -11.7% | -3.0% |
| 6M | +21.9% | +27.2% | -5.2% | +16.9% |
| YTD | +39.7% | +72.4% | -32.7% | +18.0% |
| 1Y | +32.9% | +59.9% | -27.1% | +15.3% |
| All | +32.9% | +59.9% | -27.0% | +15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling