-62.8%
W vs SIRI
-42.5%
-20.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.9% | -3.2% |
| 7D | +0.5% | -3.0% | +3.5% | +1.8% |
| 30D | -5.6% | +1.3% | -6.9% | -6.3% |
| 3M | +41.9% | +5.6% | +36.3% | +38.6% |
| 6M | +30.2% | +35.2% | -4.9% | +14.4% |
| YTD | -2.9% | +49.1% | -52.0% | -19.0% |
| 1Y | +11.6% | +26.8% | -15.2% | -0.7% |
| 3Y | +37.0% | -23.7% | +60.6% | +40.8% |
| 5Y | -62.8% | -41.8% | -21.0% | -51.0% |
| All | -62.8% | -42.5% | -20.3% | -51.0% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling