+668.7%
BX vs WMB
+315.8%
+352.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.3% |
| 7D | -5.7% | 0.0% | -5.7% | -5.7% |
| 30D | -8.9% | +4.6% | -13.5% | -10.9% |
| 3M | +8.4% | +5.7% | +2.6% | +4.9% |
| 6M | +18.9% | +4.2% | +14.7% | +15.3% |
| YTD | -13.6% | +26.8% | -40.5% | -24.0% |
| 1Y | -22.4% | +34.7% | -57.1% | -33.8% |
| 3Y | +26.0% | +146.8% | -120.8% | -18.5% |
| 5Y | +18.8% | +285.0% | -266.2% | -36.3% |
| 10Y | +668.7% | +313.2% | +355.6% | +269.5% |
| All | +668.7% | +315.8% | +352.9% | +269.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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