-85.9%
SIRI vs WCC
+1,734.6%
-1,820.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.6% |
| 7D | -3.9% | +6.8% | -10.7% | -5.7% |
| 30D | -0.8% | -3.0% | +2.2% | -0.2% |
| 3M | +4.3% | +0.2% | +4.1% | +3.0% |
| 6M | +34.1% | +33.2% | +0.9% | +21.5% |
| YTD | +47.3% | +45.8% | +1.5% | +29.6% |
| 1Y | +22.9% | +68.4% | -45.5% | +3.6% |
| 3Y | -24.6% | +131.1% | -155.7% | -43.6% |
| 5Y | -43.2% | +225.6% | -268.8% | -63.3% |
| 10Y | -12.3% | +534.2% | -546.5% | -57.9% |
| All | -85.9% | +1,734.6% | -1,820.6% | -96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling