+313.2%
WMB vs BTI
+68.1%
+245.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.3% |
| 7D | 0.0% | -2.4% | +2.4% | +0.9% |
| 30D | +4.6% | -4.8% | +9.4% | +6.5% |
| 3M | +5.7% | -8.1% | +13.9% | +8.6% |
| 6M | +4.2% | -4.2% | +8.4% | +5.0% |
| YTD | +26.8% | -1.3% | +28.1% | +26.1% |
| 1Y | +34.7% | +2.1% | +32.6% | +31.8% |
| 3Y | +146.8% | +108.9% | +37.9% | +76.4% |
| 5Y | +285.0% | +114.5% | +170.6% | +168.9% |
| 10Y | +313.2% | +72.2% | +240.9% | +185.1% |
| All | +313.2% | +68.1% | +245.1% | +185.1% |
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