+42.3%
SWKS vs SIRI
-14.2%
+56.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.8% |
| 7D | +6.8% | -3.9% | +10.7% | +8.2% |
| 30D | +11.3% | -0.8% | +12.1% | +11.4% |
| 3M | +4.1% | +4.3% | -0.3% | +2.0% |
| 6M | +39.7% | +34.1% | +5.6% | +24.8% |
| YTD | +23.2% | +47.3% | -24.1% | +6.4% |
| 1Y | +5.3% | +22.9% | -17.6% | -3.6% |
| 3Y | -15.1% | -24.6% | +9.4% | -14.4% |
| 5Y | -50.3% | -43.2% | -7.1% | -48.5% |
| 10Y | +42.3% | -12.3% | +54.7% | +14.1% |
| All | +42.3% | -14.2% | +56.5% | +14.1% |
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