-61.5%
Z vs SIRI
+25.9%
-87.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -1.7% |
| 7D | -3.0% | +1.6% | -4.6% | -3.3% |
| 30D | -4.2% | -4.7% | +0.5% | -3.5% |
| 3M | -3.7% | +5.3% | -9.0% | -4.0% |
| 6M | -24.5% | +30.5% | -55.0% | -25.6% |
| YTD | -49.3% | +49.6% | -98.9% | -50.6% |
| All | -61.5% | +25.9% | -87.5% | -60.3% |
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