+259.9%
WMB vs BIL
+25.6%
+234.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.6% |
| 7D | -6.7% | +0.1% | -6.7% | -6.9% |
| 30D | -8.6% | 0.0% | -8.5% | -8.1% |
| 3M | -4.9% | +0.6% | -5.5% | -5.5% |
| 6M | -6.3% | +1.5% | -7.8% | -8.5% |
| YTD | +13.0% | +2.8% | +10.2% | +7.7% |
| 1Y | +14.9% | +3.3% | +11.6% | +8.4% |
| 3Y | +113.4% | +13.4% | +100.0% | +68.2% |
| 5Y | +190.2% | +19.8% | +170.3% | +115.6% |
| 10Y | +259.9% | +25.6% | +234.2% | +82.0% |
| All | +259.9% | +25.6% | +234.2% | +82.0% |
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 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