-11.3%
SIRI vs WU
-39.1%
+27.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.4% | +0.7% |
| 7D | +0.6% | -3.5% | +4.0% | +1.9% |
| 30D | +2.5% | -2.9% | +5.4% | +3.6% |
| 3M | +6.6% | -2.3% | +8.9% | +6.1% |
| 6M | +32.9% | -25.4% | +58.2% | +47.1% |
| YTD | +50.5% | -21.2% | +71.7% | +62.6% |
| 1Y | +28.0% | -8.9% | +36.8% | +29.1% |
| 3Y | -22.4% | -29.0% | +6.6% | -14.4% |
| 5Y | -41.3% | -50.7% | +9.5% | -26.5% |
| All | -11.3% | -39.1% | +27.8% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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