+366.0%
WDC vs SIRI
+28.0%
+337.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -2.9% |
| 7D | -4.3% | +0.6% | -4.9% | -4.2% |
| 30D | -1.5% | +2.5% | -4.0% | -1.3% |
| 3M | -15.5% | +6.6% | -22.1% | -16.3% |
| 6M | +66.5% | +32.9% | +33.6% | +67.4% |
| YTD | +159.9% | +50.5% | +109.4% | +165.1% |
| 1Y | +366.0% | +28.0% | +338.0% | +375.5% |
| All | +366.0% | +28.0% | +337.9% | +375.5% |
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 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