+1,210.8%
URI vs SIRI
-4.5%
+1,215.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.1% |
| 7D | +2.4% | -2.6% | +5.0% | +3.4% |
| 30D | +8.9% | +22.2% | -13.3% | +1.0% |
| 3M | +0.8% | +14.1% | -13.3% | -4.5% |
| 6M | +23.1% | +22.5% | +0.6% | +12.7% |
| YTD | +43.1% | +67.9% | -24.8% | +15.4% |
| 1Y | +35.7% | +54.6% | -18.9% | +12.9% |
| 3Y | +158.2% | -21.3% | +179.5% | +160.8% |
| 5Y | +212.6% | -40.4% | +252.9% | +227.9% |
| 10Y | +1,210.8% | -6.2% | +1,217.0% | +973.5% |
| All | +1,210.8% | -4.5% | +1,215.3% | +973.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling