+3.9%
URI vs SIRI
+28.0%
-24.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -2.1% | +0.6% | -2.6% | -2.1% |
| 30D | -12.4% | +2.5% | -14.9% | -12.8% |
| 3M | -7.3% | +6.6% | -13.9% | -8.7% |
| 6M | +27.2% | +32.9% | -5.7% | +17.8% |
| YTD | +23.0% | +50.5% | -27.5% | +9.5% |
| 1Y | +3.9% | +28.0% | -24.0% | -3.0% |
| All | +3.9% | +28.0% | -24.1% | -3.0% |
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