+25.1%
BX vs WCC
+129.2%
-104.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.4% | -3.1% |
| 7D | -5.7% | +6.8% | -12.5% | -8.2% |
| 30D | -8.9% | -3.0% | -5.9% | -8.1% |
| 3M | +8.4% | +0.2% | +8.2% | +7.0% |
| 6M | +18.9% | +33.2% | -14.2% | +2.7% |
| YTD | -13.6% | +45.8% | -59.4% | -28.8% |
| 1Y | -22.4% | +68.4% | -90.8% | -40.9% |
| All | +25.1% | +129.2% | -104.1% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling