+1,188.5%
WDC vs SIRI
-10.2%
+1,198.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.3% |
| 7D | -4.3% | +0.6% | -4.9% | -4.5% |
| 30D | -1.5% | +2.5% | -4.0% | -2.5% |
| 3M | -15.5% | +6.6% | -22.1% | -18.1% |
| 6M | +66.5% | +32.9% | +33.6% | +49.6% |
| YTD | +159.9% | +50.5% | +109.4% | +122.3% |
| 1Y | +366.0% | +28.0% | +338.0% | +317.9% |
| 3Y | +1,285.8% | -22.4% | +1,308.2% | +1,276.3% |
| 5Y | +925.6% | -41.3% | +966.9% | +931.7% |
| All | +1,188.5% | -10.2% | +1,198.8% | +1,008.3% |
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