+89.2%
USB vs SIRI
0.0%
+89.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +2.3% |
| 7D | +0.8% | +11.4% | -10.6% | -2.3% |
| 30D | +6.8% | +24.2% | -17.5% | +0.5% |
| 3M | -3.8% | +11.1% | -14.9% | -6.8% |
| 6M | +11.7% | +23.9% | -12.1% | +4.7% |
| YTD | +17.5% | +70.0% | -52.5% | 0.0% |
| 1Y | +33.8% | +56.6% | -22.9% | +16.4% |
| 3Y | +104.2% | -21.4% | +125.6% | +106.5% |
| 5Y | +26.4% | -38.3% | +64.7% | +29.2% |
| 10Y | +89.2% | -3.5% | +92.7% | +64.9% |
| All | +89.2% | 0.0% | +89.2% | +64.9% |
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