+272.9%
WMB vs BTI
+123.4%
+149.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.1% |
| 7D | -6.9% | -0.1% | -6.8% | -7.0% |
| 30D | -7.2% | +9.6% | -16.8% | -10.6% |
| 3M | -5.4% | +8.3% | -13.7% | -8.7% |
| 6M | -4.9% | +7.5% | -12.4% | -8.4% |
| YTD | +14.7% | +12.3% | +2.4% | +8.2% |
| 1Y | +14.7% | +16.2% | -1.5% | +6.6% |
| 3Y | +116.4% | +148.0% | -31.6% | +43.2% |
| 5Y | +198.5% | +153.2% | +45.3% | +93.0% |
| All | +272.9% | +123.4% | +149.4% | +131.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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