+280.9%
WMB vs BTI
+124.3%
+156.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.0% |
| 7D | +1.6% | -3.0% | +4.6% | +2.7% |
| 30D | -7.1% | +9.8% | -16.8% | -10.6% |
| 3M | -4.0% | +9.2% | -13.2% | -7.6% |
| 6M | -5.7% | +4.0% | -9.8% | -8.1% |
| YTD | +17.2% | +12.7% | +4.5% | +10.3% |
| 1Y | +17.2% | +15.9% | +1.2% | +9.0% |
| 3Y | +121.1% | +148.9% | -27.9% | +46.1% |
| 5Y | +197.2% | +152.8% | +44.4% | +92.3% |
| 10Y | +280.9% | +124.2% | +156.7% | +136.5% |
| All | +280.9% | +124.3% | +156.7% | +136.5% |
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