+7,802.5%
URI vs SIRI
-77.0%
+7,879.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.8% |
| 7D | +9.3% | -3.7% | +13.0% | +9.9% |
| 30D | +7.6% | +20.4% | -12.8% | +4.6% |
| 3M | +1.0% | +12.5% | -11.5% | -0.9% |
| 6M | +19.8% | +23.4% | -3.6% | +15.7% |
| YTD | +41.9% | +65.2% | -23.3% | +31.0% |
| 1Y | +33.4% | +52.4% | -19.0% | +24.6% |
| 3Y | +156.0% | -22.6% | +178.6% | +157.6% |
| 5Y | +209.5% | -41.7% | +251.2% | +216.9% |
| 10Y | +1,199.8% | -7.8% | +1,207.5% | +1,166.9% |
| All | +7,802.5% | -77.0% | +7,879.5% | +5,259.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling