+661.1%
BX vs WCN
+235.9%
+425.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.3% |
| 7D | -5.6% | -3.1% | -2.5% | -3.6% |
| 30D | -12.2% | -3.4% | -8.8% | -10.2% |
| 3M | +7.4% | +3.0% | +4.4% | +4.5% |
| 6M | +22.2% | -3.8% | +25.9% | +23.3% |
| YTD | -14.0% | -8.3% | -5.7% | -10.5% |
| 1Y | -27.3% | -9.7% | -17.5% | -23.8% |
| 3Y | +24.5% | +17.2% | +7.4% | +4.2% |
| 5Y | +18.9% | +25.3% | -6.4% | -6.5% |
| All | +661.1% | +235.9% | +425.2% | +250.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling