+957.1%
WDC vs SIRI
-42.5%
+999.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.2% | -5.6% | -4.6% |
| 7D | +4.4% | -3.0% | +7.4% | +4.9% |
| 30D | +5.3% | +1.3% | +4.0% | +5.0% |
| 3M | -5.9% | +5.6% | -11.5% | -7.4% |
| 6M | +73.2% | +35.2% | +38.1% | +63.6% |
| YTD | +167.8% | +49.1% | +118.8% | +147.9% |
| 1Y | +386.0% | +26.8% | +359.2% | +361.0% |
| 3Y | +1,309.7% | -23.7% | +1,333.4% | +1,308.1% |
| 5Y | +957.1% | -41.8% | +998.9% | +1,034.0% |
| All | +957.1% | -42.5% | +999.6% | +1,034.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling