+293.7%
CDW vs SIRI
-10.2%
+303.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +0.9% | +6.9% | +7.6% |
| 7D | +0.9% | +0.6% | +0.4% | +0.8% |
| 30D | +13.1% | +2.5% | +10.6% | +12.2% |
| 3M | +19.7% | +6.6% | +13.0% | +17.4% |
| 6M | +30.7% | +32.9% | -2.2% | +20.4% |
| YTD | +14.7% | +50.5% | -35.8% | +1.9% |
| 1Y | -5.3% | +28.0% | -33.3% | -12.5% |
| 3Y | -23.8% | -22.4% | -1.4% | -24.3% |
| 5Y | -16.8% | -41.3% | +24.5% | -15.9% |
| All | +293.7% | -10.2% | +303.9% | +220.8% |
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 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