+188.0%
WBD vs BIL
+30.7%
+157.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +34.3% | +3.3% | +31.0% | +15.9% |
| 7D | +34.3% | +3.3% | +31.0% | +15.9% |
| 30D | +34.3% | +3.3% | +31.0% | +15.9% |
| 3M | +34.3% | +3.3% | +31.0% | +15.9% |
| 6M | +34.3% | +3.3% | +31.0% | +15.9% |
| YTD | +34.3% | +3.3% | +31.0% | +15.9% |
| 1Y | +63.0% | +3.7% | +59.3% | +44.0% |
| 3Y | +206.7% | +13.9% | +192.8% | +383.9% |
| 5Y | +18.4% | +19.7% | -1.4% | +156.8% |
| 10Y | +11.8% | +25.6% | -13.8% | +228.6% |
| All | +188.0% | +30.7% | +157.2% | +842.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling