+1,394.6%
WDC vs SIRI
-24.2%
+1,418.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | +7.5% | -3.9% | +11.4% | +8.1% |
| 30D | +10.1% | -0.8% | +10.9% | +10.1% |
| 3M | -6.8% | +4.3% | -11.1% | -8.2% |
| 6M | +84.1% | +34.1% | +50.1% | +73.5% |
| YTD | +180.3% | +47.3% | +132.9% | +158.5% |
| 1Y | +411.1% | +22.9% | +388.2% | +386.3% |
| All | +1,394.6% | -24.2% | +1,418.8% | +1,425.2% |
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