+310.4%
WM vs SIRI
-14.2%
+324.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -1.2% | -3.9% | +2.7% | -0.7% |
| 30D | -4.5% | -0.8% | -3.6% | -4.4% |
| 3M | -2.2% | +4.3% | -6.5% | -2.9% |
| 6M | -11.5% | +34.1% | -45.5% | -15.3% |
| YTD | -0.7% | +47.3% | -48.0% | -6.4% |
| 1Y | +0.3% | +22.9% | -22.6% | -3.2% |
| 3Y | +44.2% | -24.6% | +68.8% | +44.3% |
| 5Y | +51.6% | -43.2% | +94.8% | +55.0% |
| 10Y | +310.4% | -12.3% | +322.7% | +261.5% |
| All | +310.4% | -14.2% | +324.6% | +261.5% |
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 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