+1,186.2%
URI vs SIRI
-11.0%
+1,197.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.2% | -5.0% | -4.3% |
| 7D | -0.5% | -3.0% | +2.5% | +0.6% |
| 30D | -13.4% | +1.3% | -14.7% | -13.9% |
| 3M | -6.2% | +5.6% | -11.8% | -8.7% |
| 6M | +28.0% | +35.2% | -7.2% | +12.8% |
| YTD | +23.0% | +49.1% | -26.1% | +4.0% |
| 1Y | +5.5% | +26.8% | -21.2% | -5.6% |
| 3Y | +119.2% | -23.7% | +142.9% | +120.1% |
| 5Y | +201.0% | -41.8% | +242.9% | +209.0% |
| All | +1,186.2% | -11.0% | +1,197.3% | +886.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling