+851.5%
BX vs WCC
+423.8%
+427.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +2.2% |
| 7D | +0.6% | +9.9% | -9.4% | -4.0% |
| 30D | +14.2% | -8.4% | +22.7% | +17.0% |
| 3M | -18.7% | -10.3% | -8.4% | -16.6% |
| 6M | +2.5% | -10.5% | +12.9% | +3.7% |
| YTD | -18.8% | +32.2% | -51.0% | -33.3% |
| 1Y | -10.3% | +25.5% | -35.8% | -24.6% |
| 3Y | +35.4% | +134.7% | -99.3% | -22.0% |
| 5Y | +0.3% | +139.9% | -139.7% | -45.5% |
| 10Y | +668.4% | +433.5% | +234.9% | +128.4% |
| All | +851.5% | +423.8% | +427.8% | +136.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling