+30.8%
BIL vs WCC
+447.8%
-417.0%
-0.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | 0.0% |
| 7D | +0.1% | +3.3% | -3.2% | +0.1% |
| 30D | 0.0% | -9.4% | +9.4% | 0.0% |
| 3M | +0.6% | -10.5% | +11.1% | +0.6% |
| 6M | +1.5% | -10.4% | +11.9% | +1.5% |
| YTD | +2.8% | +34.4% | -31.6% | +2.8% |
| 1Y | +3.3% | +27.7% | -24.3% | +3.4% |
| 3Y | +13.4% | +137.9% | -124.5% | +13.5% |
| 5Y | +19.8% | +147.0% | -127.2% | +19.9% |
| 10Y | +25.7% | +442.5% | -416.8% | +26.0% |
| All | +30.8% | +447.8% | -417.0% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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