-60.2%
Z vs SIRI
+54.0%
-114.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -13.1% | -2.6% | -10.4% | -12.3% |
| 30D | +5.9% | +22.2% | -16.4% | +0.6% |
| 3M | -13.7% | +14.1% | -27.8% | -16.9% |
| 6M | -27.1% | +22.5% | -49.6% | -29.9% |
| YTD | -56.8% | +67.9% | -124.7% | -58.9% |
| 1Y | -60.2% | +54.6% | -114.8% | -59.8% |
| All | -60.2% | +54.0% | -114.2% | -59.8% |
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