+13.7%
WBD vs BIL
+25.2%
-11.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | +3.9% | +0.3% | +3.6% | +3.9% |
| 3M | +5.1% | +0.9% | +4.2% | +5.3% |
| 6M | +0.6% | +1.8% | -1.2% | +0.8% |
| YTD | -3.2% | +2.5% | -5.6% | -3.0% |
| 1Y | +127.7% | +3.7% | +124.0% | +129.0% |
| 3Y | +146.6% | +14.1% | +132.5% | +179.3% |
| 5Y | +4.2% | +19.4% | -15.2% | +25.2% |
| 10Y | +13.7% | +25.2% | -11.5% | +15.3% |
| All | +13.7% | +25.2% | -11.5% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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