+51.0%
SWKS vs SIRI
-7.8%
+58.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.6% | +4.3% | +3.3% |
| 7D | +10.9% | -3.7% | +14.5% | +12.2% |
| 30D | +17.6% | +20.4% | -2.8% | +10.0% |
| 3M | +29.2% | +12.5% | +16.7% | +23.3% |
| 6M | +37.0% | +23.4% | +13.5% | +26.0% |
| YTD | +44.9% | +65.2% | -20.2% | +19.8% |
| 1Y | +33.8% | +52.4% | -18.6% | +13.7% |
| 3Y | +10.2% | -22.6% | +32.8% | +11.3% |
| 5Y | -37.0% | -41.7% | +4.7% | -34.0% |
| All | +51.0% | -7.8% | +58.7% | +29.5% |
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