+295.4%
WMB vs SIRI
-11.0%
+306.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.3% |
| 7D | -1.7% | -3.0% | +1.3% | -1.1% |
| 30D | +0.7% | +1.3% | -0.6% | +0.3% |
| 3M | +1.5% | +5.6% | -4.1% | 0.0% |
| 6M | +0.1% | +35.2% | -35.1% | -6.6% |
| YTD | +22.9% | +49.1% | -26.2% | +12.2% |
| 1Y | +27.9% | +26.8% | +1.1% | +20.3% |
| 3Y | +139.1% | -23.7% | +162.8% | +137.8% |
| 5Y | +270.9% | -41.8% | +312.8% | +272.1% |
| All | +295.4% | -11.0% | +306.4% | +243.5% |
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