+561.8%
GWW vs SIRI
-10.2%
+572.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.3% | +0.5% |
| 7D | -3.4% | +0.6% | -3.9% | -3.5% |
| 30D | -1.9% | +2.5% | -4.4% | -2.5% |
| 3M | -2.4% | +6.6% | -9.0% | -3.8% |
| 6M | +15.7% | +32.9% | -17.2% | +9.1% |
| YTD | +27.6% | +50.5% | -22.9% | +17.3% |
| 1Y | +27.2% | +28.0% | -0.8% | +20.2% |
| 3Y | +89.7% | -22.4% | +112.1% | +88.8% |
| 5Y | +223.9% | -41.3% | +265.2% | +227.7% |
| All | +561.8% | -10.2% | +572.0% | +450.6% |
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