+567.9%
WMB vs BIL
+30.4%
+537.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.4% |
| 7D | +0.6% | +0.1% | +0.5% | +1.3% |
| 30D | +3.3% | +0.3% | +2.9% | +6.0% |
| 3M | +3.1% | +0.9% | +2.2% | +11.2% |
| 6M | -0.7% | +1.8% | -2.5% | +15.0% |
| YTD | +25.2% | +2.4% | +22.7% | +52.1% |
| 1Y | +32.9% | +3.7% | +29.1% | +78.6% |
| 3Y | +140.6% | +14.2% | +126.4% | +623.1% |
| 5Y | +273.5% | +19.4% | +254.0% | +1,576.8% |
| 10Y | +334.2% | +25.2% | +309.0% | +2,912.7% |
| All | +567.9% | +30.4% | +537.5% | +4,196.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling