-12.1%
SIRI vs WST
+341.6%
-353.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +0.8% |
| 7D | -3.0% | +0.4% | -3.4% | -3.1% |
| 30D | +1.3% | -2.0% | +3.3% | +1.7% |
| 3M | +5.6% | +4.1% | +1.5% | +4.7% |
| 6M | +35.2% | +47.4% | -12.3% | +24.7% |
| YTD | +49.1% | +25.4% | +23.7% | +41.7% |
| 1Y | +26.8% | +35.3% | -8.5% | +18.0% |
| 3Y | -23.7% | -11.7% | -12.0% | -25.6% |
| 5Y | -41.8% | -24.0% | -17.8% | -42.1% |
| All | -12.1% | +341.6% | -353.8% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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