+183.3%
SW vs SIRI
0.0%
+183.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | +1.8% | +11.4% | -9.6% | +0.6% |
| 30D | +7.0% | +24.2% | -17.2% | +4.6% |
| 3M | -7.6% | +11.1% | -18.8% | -8.8% |
| 6M | +8.5% | +23.9% | -15.3% | +6.0% |
| YTD | +17.7% | +70.0% | -52.3% | +11.2% |
| 1Y | +27.1% | +56.6% | -29.6% | +21.0% |
| 3Y | +48.2% | -21.4% | +69.6% | +45.5% |
| 5Y | -2.3% | -38.3% | +36.0% | -4.4% |
| 10Y | +183.3% | -3.5% | +186.8% | +157.9% |
| All | +183.3% | 0.0% | +183.3% | +157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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