+281.4%
WMB vs BTI
+131.8%
+149.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -1.0% |
| 7D | +7.8% | +1.6% | +6.2% | +7.2% |
| 30D | -5.1% | +9.2% | -14.3% | -8.5% |
| 3M | -4.7% | +9.6% | -14.4% | -8.3% |
| 6M | -7.4% | -2.4% | -5.0% | -7.3% |
| YTD | +17.5% | +14.2% | +3.2% | +10.1% |
| 1Y | +19.5% | +20.3% | -0.8% | +9.6% |
| 3Y | +121.3% | +147.4% | -26.1% | +46.7% |
| 5Y | +200.5% | +155.4% | +45.1% | +93.7% |
| All | +281.4% | +131.8% | +149.5% | +134.6% |
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