-26.8%
BX vs WMB
+30.1%
-56.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.9% |
| 7D | -8.9% | -1.7% | -7.3% | -8.9% |
| 30D | -14.8% | +0.7% | -15.5% | -14.7% |
| 3M | +6.9% | +1.5% | +5.4% | +6.7% |
| 6M | +16.3% | +0.1% | +16.2% | +15.8% |
| YTD | -16.1% | +22.9% | -39.0% | -21.0% |
| 1Y | -26.8% | +27.9% | -54.6% | -31.0% |
| All | -26.8% | +30.1% | -56.9% | -31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling