+7,551.9%
URI vs SIRI
-76.6%
+7,628.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.7% | -1.9% |
| 7D | -6.0% | +5.5% | -11.5% | -6.8% |
| 30D | +4.6% | +22.6% | -18.0% | +1.5% |
| 3M | -2.7% | +12.9% | -15.6% | -4.6% |
| 6M | +18.4% | +22.3% | -3.9% | +14.4% |
| YTD | +37.4% | +67.8% | -30.4% | +26.6% |
| 1Y | +30.4% | +54.6% | -24.2% | +21.6% |
| 3Y | +147.9% | -21.4% | +169.3% | +148.9% |
| 5Y | +202.1% | -39.2% | +241.3% | +207.5% |
| 10Y | +1,182.4% | -5.2% | +1,187.7% | +1,145.5% |
| All | +7,551.9% | -76.6% | +7,628.5% | +5,078.0% |
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 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