+180.3%
WMB vs BIL
+19.4%
+160.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.4% |
| 7D | -13.8% | -0.3% | -13.6% | -13.1% |
| 30D | -10.3% | 0.0% | -10.3% | -9.6% |
| 3M | -10.1% | +0.3% | -10.4% | -9.8% |
| 6M | -11.8% | +1.2% | -13.1% | -12.4% |
| YTD | +8.9% | +2.5% | +6.5% | +6.9% |
| 1Y | +14.0% | +3.0% | +10.9% | +11.1% |
| 3Y | +100.5% | +13.2% | +87.4% | +73.7% |
| All | +180.3% | +19.4% | +160.9% | +157.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling