+25.2%
BIL vs WEC
+141.2%
-115.9%
-0.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | +0.1% | +0.4% | -0.3% | +0.1% |
| 30D | +0.3% | +0.9% | -0.6% | +0.3% |
| 3M | +0.9% | -5.3% | +6.2% | +0.9% |
| 6M | +1.8% | -6.6% | +8.4% | +1.8% |
| YTD | +2.5% | +3.3% | -0.8% | +2.5% |
| 1Y | +3.7% | +2.1% | +1.6% | +3.7% |
| 3Y | +14.1% | +39.6% | -25.5% | +14.1% |
| 5Y | +19.4% | +31.2% | -11.7% | +19.4% |
| 10Y | +25.2% | +148.4% | -123.2% | +25.1% |
| All | +25.2% | +141.2% | -115.9% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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