+967.7%
BX vs WEC
+789.3%
+178.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.7% |
| 7D | -4.4% | -0.3% | -4.1% | -4.2% |
| 30D | +0.1% | -1.3% | +1.4% | +0.7% |
| 3M | +16.0% | -3.9% | +19.9% | +18.3% |
| 6M | +21.6% | -8.3% | +29.9% | +27.2% |
| YTD | -8.9% | +3.1% | -12.0% | -11.4% |
| 1Y | -16.6% | +1.9% | -18.6% | -18.5% |
| 3Y | +43.3% | +41.9% | +1.4% | +11.9% |
| 5Y | +25.7% | +30.8% | -5.1% | +1.8% |
| 10Y | +689.5% | +141.9% | +547.6% | +276.1% |
| All | +967.7% | +789.3% | +178.4% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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