+14.7%
WMB vs BTI
+17.4%
-2.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.4% |
| 7D | -6.9% | -0.1% | -6.8% | -6.9% |
| 30D | -7.2% | +9.6% | -16.8% | -8.6% |
| 3M | -5.4% | +8.3% | -13.7% | -6.7% |
| 6M | -4.9% | +7.5% | -12.4% | -6.2% |
| YTD | +14.7% | +12.3% | +2.4% | +11.7% |
| 1Y | +14.7% | +16.2% | -1.5% | +10.8% |
| All | +14.7% | +17.4% | -2.7% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling