-1.5%
BX vs WMB
-5.6%
+4.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -2.7% |
| 7D | -1.1% | +8.1% | -9.1% | +0.4% |
| 30D | +8.8% | -6.9% | +15.7% | +7.1% |
| 3M | -18.3% | -5.1% | -13.2% | -19.4% |
| 6M | -1.5% | -5.7% | +4.2% | -2.7% |
| All | -1.5% | -5.6% | +4.1% | -2.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling