+5,997.9%
WPM vs SIRI
-44.7%
+6,042.5%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.2% |
| 7D | +3.9% | -3.9% | +7.8% | +4.4% |
| 30D | +17.7% | -0.8% | +18.5% | +17.8% |
| 3M | +39.4% | +4.3% | +35.1% | +38.6% |
| 6M | +6.4% | +34.1% | -27.6% | +2.6% |
| YTD | +34.0% | +47.3% | -13.3% | +27.4% |
| 1Y | +50.5% | +22.9% | +27.6% | +46.1% |
| 3Y | +280.3% | -24.6% | +304.9% | +281.0% |
| 5Y | +266.3% | -43.2% | +309.5% | +271.3% |
| 10Y | +550.8% | -12.3% | +563.1% | +508.3% |
| All | +5,997.9% | -44.7% | +6,042.5% | +5,467.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling