+75.7%
V vs SIRI
-22.9%
+98.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.0% |
| 7D | -0.4% | -3.7% | +3.3% | +0.1% |
| 30D | +6.3% | +20.4% | -14.1% | +4.1% |
| 3M | +17.2% | +12.5% | +4.6% | +15.5% |
| 6M | +29.2% | +23.4% | +5.8% | +26.2% |
| YTD | +20.8% | +65.2% | -44.4% | +14.4% |
| 1Y | +25.0% | +52.4% | -27.4% | +19.3% |
| All | +75.7% | -22.9% | +98.6% | +69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling