+2,656.0%
WMB vs SIRI
-8.8%
+2,664.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +0.9% |
| 7D | +8.1% | -3.7% | +11.8% | +8.4% |
| 30D | -6.9% | +20.4% | -27.3% | -8.6% |
| 3M | -5.1% | +12.5% | -17.6% | -6.3% |
| 6M | -5.7% | +23.4% | -29.2% | -7.9% |
| YTD | +18.1% | +65.2% | -47.1% | +12.1% |
| 1Y | +18.4% | +52.4% | -34.0% | +13.2% |
| 3Y | +122.7% | -22.6% | +145.3% | +121.8% |
| 5Y | +202.0% | -41.7% | +243.7% | +203.6% |
| 10Y | +283.8% | -7.8% | +291.6% | +270.2% |
| All | +2,656.0% | -8.8% | +2,664.8% | +2,241.5% |
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 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