-19.1%
SIRI vs WSM
+9,934.7%
-9,953.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.7% |
| 7D | +0.6% | -0.5% | +1.1% | +0.7% |
| 30D | +2.5% | -7.7% | +10.2% | +4.5% |
| 3M | +6.6% | +3.8% | +2.8% | +5.4% |
| 6M | +32.9% | +22.7% | +10.2% | +25.5% |
| YTD | +50.5% | +28.0% | +22.5% | +40.0% |
| 1Y | +28.0% | +12.7% | +15.2% | +22.8% |
| 3Y | -22.4% | +231.3% | -253.7% | -45.4% |
| 5Y | -41.3% | +177.2% | -218.5% | -58.8% |
| 10Y | -10.4% | +1,065.8% | -1,076.2% | -60.4% |
| All | -19.1% | +9,934.7% | -9,953.8% | -85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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