+1,245.5%
WDC vs BIL
+25.3%
+1,220.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +6.0% | +0.1% | +5.9% | +6.0% |
| 30D | +9.9% | +0.3% | +9.7% | +10.0% |
| 3M | -9.4% | +0.9% | -10.3% | -9.9% |
| 6M | +94.7% | +1.8% | +92.9% | +89.6% |
| YTD | +177.4% | +2.5% | +174.9% | +165.4% |
| 1Y | +412.6% | +3.7% | +408.9% | +378.7% |
| 3Y | +1,359.8% | +14.1% | +1,345.7% | +996.0% |
| 5Y | +992.6% | +19.4% | +973.1% | +685.3% |
| 10Y | +1,245.5% | +25.3% | +1,220.2% | +1,007.5% |
| All | +1,245.5% | +25.3% | +1,220.2% | +1,007.5% |
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 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