-11.3%
SIRI vs WCC
+541.6%
-552.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | -0.1% |
| 7D | +0.6% | +1.5% | -1.0% | +0.1% |
| 30D | +2.5% | -2.1% | +4.6% | +2.9% |
| 3M | +6.6% | +3.8% | +2.8% | +4.4% |
| 6M | +32.9% | +35.0% | -2.1% | +19.9% |
| YTD | +50.5% | +46.4% | +4.1% | +31.9% |
| 1Y | +28.0% | +63.0% | -35.0% | +8.5% |
| 3Y | -22.4% | +133.9% | -156.3% | -42.4% |
| 5Y | -41.3% | +226.5% | -267.8% | -62.2% |
| All | -11.3% | +541.6% | -552.9% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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