+298.9%
CDW vs SIRI
-7.4%
+306.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +9.3% | -1.7% | +11.0% | +9.8% |
| 30D | +14.4% | +21.1% | -6.8% | +8.9% |
| 3M | +21.4% | +14.7% | +6.7% | +17.0% |
| 6M | +72.8% | +22.9% | +49.9% | +63.1% |
| YTD | +28.0% | +65.7% | -37.7% | +11.0% |
| 1Y | +19.3% | +53.5% | -34.1% | +5.6% |
| 3Y | -15.3% | -23.0% | +7.7% | -14.4% |
| 5Y | -3.8% | -41.5% | +37.7% | +0.2% |
| All | +298.9% | -7.4% | +306.3% | +260.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling