+1,135.8%
URI vs SIRI
-7.4%
+1,143.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | +6.7% | -1.7% | +8.4% | +7.4% |
| 30D | +8.9% | +21.1% | -12.3% | +1.3% |
| 3M | +0.5% | +14.7% | -14.2% | -5.0% |
| 6M | +20.7% | +22.9% | -2.3% | +10.3% |
| YTD | +40.0% | +65.7% | -25.7% | +13.5% |
| 1Y | +34.4% | +53.5% | -19.1% | +12.1% |
| 3Y | +149.5% | -23.0% | +172.5% | +154.1% |
| 5Y | +205.6% | -41.5% | +247.1% | +223.4% |
| All | +1,135.8% | -7.4% | +1,143.3% | +938.2% |
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