+417.4%
WDC vs SIRI
+28.3%
+389.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.6% | +8.5% | +5.6% |
| 7D | +1.7% | +1.6% | +0.2% | +1.9% |
| 30D | -10.0% | -4.7% | -5.3% | -10.4% |
| 3M | -18.8% | +5.3% | -24.0% | -19.6% |
| 6M | +79.0% | +30.5% | +48.5% | +79.4% |
| YTD | +171.6% | +49.6% | +121.9% | +176.2% |
| 1Y | +417.4% | +28.5% | +388.9% | +427.4% |
| All | +417.4% | +28.3% | +389.0% | +427.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling