+4,071.9%
WDC vs BIL
+30.4%
+4,041.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.8% | +6.1% |
| 7D | +1.7% | +0.1% | +1.7% | +2.3% |
| 30D | -10.0% | +0.3% | -10.3% | -8.2% |
| 3M | -18.8% | +0.9% | -19.7% | -14.2% |
| 6M | +79.0% | +1.8% | +77.2% | +98.3% |
| YTD | +171.6% | +2.4% | +169.1% | +210.8% |
| 1Y | +417.4% | +3.7% | +413.7% | +535.0% |
| 3Y | +1,251.8% | +14.2% | +1,237.6% | +2,817.1% |
| 5Y | +911.7% | +19.4% | +892.3% | +2,803.8% |
| 10Y | +1,399.6% | +25.2% | +1,374.4% | +5,839.8% |
| All | +4,071.9% | +30.4% | +4,041.6% | +16,530.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling