+967.7%
BX vs WCC
+471.3%
+496.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -5.0% | -3.0% |
| 7D | -4.4% | +4.5% | -8.9% | -6.4% |
| 30D | +0.1% | -5.8% | +5.9% | +2.5% |
| 3M | +16.0% | -3.7% | +19.7% | +16.2% |
| 6M | +21.6% | +23.1% | -1.4% | +6.5% |
| YTD | -8.9% | +44.2% | -53.0% | -26.6% |
| 1Y | -16.6% | +62.1% | -78.7% | -37.4% |
| 3Y | +43.3% | +121.1% | -77.8% | -13.3% |
| 5Y | +25.7% | +214.0% | -188.3% | -39.1% |
| 10Y | +689.5% | +472.8% | +216.7% | +130.3% |
| All | +967.7% | +471.3% | +496.5% | +159.7% |
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