-58.0%
Z vs SIRI
+56.0%
-114.1%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.5% |
| 7D | -5.2% | +11.4% | -16.6% | -7.9% |
| 30D | +5.7% | +24.2% | -18.5% | -0.1% |
| 3M | -8.7% | +11.1% | -19.9% | -11.9% |
| 6M | -26.0% | +23.9% | -49.9% | -29.0% |
| YTD | -55.0% | +70.0% | -125.1% | -57.4% |
| All | -58.0% | +56.0% | -114.1% | -57.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling