+11.5%
SWKS vs SIRI
-22.7%
+34.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +9.4% | -1.7% | +11.1% | +9.9% |
| 30D | +17.0% | +21.1% | -4.2% | +10.3% |
| 3M | +28.9% | +14.7% | +14.2% | +23.2% |
| 6M | +33.1% | +22.9% | +10.2% | +24.0% |
| YTD | +44.8% | +65.7% | -21.0% | +22.2% |
| 1Y | +36.2% | +53.5% | -17.3% | +17.6% |
| 3Y | +11.5% | -23.0% | +34.5% | +12.8% |
| All | +11.5% | -22.7% | +34.2% | +12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling