+34.4%
URI vs SIRI
+53.5%
-19.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.3% |
| 7D | +6.7% | -1.7% | +8.4% | +6.9% |
| 30D | +8.9% | +21.1% | -12.3% | +6.4% |
| 3M | +0.5% | +14.7% | -14.2% | -1.2% |
| 6M | +20.7% | +22.9% | -2.3% | +15.8% |
| YTD | +40.0% | +65.7% | -25.7% | +17.3% |
| 1Y | +34.4% | +53.5% | -19.1% | +16.7% |
| All | +34.4% | +53.5% | -19.1% | +16.7% |
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