+264.5%
WMB vs BIL
+25.2%
+239.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.4% |
| 7D | -13.8% | -0.3% | -13.6% | -13.2% |
| 30D | -10.3% | 0.0% | -10.3% | -9.9% |
| 3M | -10.1% | +0.3% | -10.4% | -10.2% |
| 6M | -11.8% | +1.2% | -13.1% | -13.4% |
| YTD | +8.9% | +2.5% | +6.5% | +4.8% |
| 1Y | +14.0% | +3.0% | +10.9% | +8.6% |
| 3Y | +100.5% | +13.2% | +87.4% | +63.4% |
| 5Y | +179.5% | +19.4% | +160.1% | +118.7% |
| All | +264.5% | +25.2% | +239.3% | +103.6% |
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