+1,237.8%
URI vs SIRI
-12.1%
+1,249.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.7% |
| 7D | +5.0% | -3.9% | +8.9% | +6.5% |
| 30D | -9.4% | -0.8% | -8.6% | -9.3% |
| 3M | -5.8% | +4.3% | -10.1% | -7.9% |
| 6M | +25.8% | +34.1% | -8.2% | +11.2% |
| YTD | +27.9% | +47.3% | -19.4% | +8.6% |
| 1Y | +9.7% | +22.9% | -13.2% | -0.7% |
| 3Y | +128.0% | -24.6% | +152.5% | +130.0% |
| 5Y | +212.4% | -43.2% | +255.6% | +224.8% |
| All | +1,237.8% | -12.1% | +1,249.9% | +931.2% |
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