+851.5%
BX vs WEC
+895.2%
-43.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.8% |
| 7D | +0.6% | +2.3% | -1.7% | -0.8% |
| 30D | +14.2% | +11.1% | +3.2% | +7.4% |
| 3M | -18.7% | +8.4% | -27.2% | -22.6% |
| 6M | +2.5% | +7.5% | -5.0% | -2.2% |
| YTD | -18.8% | +15.3% | -34.1% | -26.1% |
| 1Y | -10.3% | +9.7% | -20.0% | -16.0% |
| 3Y | +35.4% | +64.7% | -29.3% | -3.2% |
| 5Y | +0.3% | +57.3% | -57.0% | -27.2% |
| 10Y | +668.4% | +195.9% | +472.5% | +219.9% |
| All | +851.5% | +895.2% | -43.7% | +6.0% |
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