+285.3%
WMB vs BTI
+115.0%
+170.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.6% | +2.4% |
| 7D | +0.8% | -1.4% | +2.2% | +1.2% |
| 30D | +7.7% | -7.0% | +14.8% | +9.8% |
| 3M | +6.7% | -6.3% | +13.0% | +8.2% |
| 6M | +3.6% | -2.0% | +5.6% | +3.6% |
| YTD | +28.0% | +0.2% | +27.8% | +27.0% |
| 1Y | +37.6% | +3.8% | +33.8% | +35.0% |
| 3Y | +149.0% | +112.1% | +37.0% | +87.3% |
| 5Y | +285.3% | +113.6% | +171.7% | +183.7% |
| All | +285.3% | +115.0% | +170.3% | +183.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling