+417.4%
WDC vs BX
-15.8%
+433.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +7.0% | +6.0% |
| 7D | +1.7% | -4.4% | +6.1% | +2.3% |
| 30D | -10.0% | +0.1% | -10.0% | -10.3% |
| 3M | -18.8% | +16.0% | -34.8% | -21.5% |
| 6M | +79.0% | +21.6% | +57.4% | +69.4% |
| YTD | +171.6% | -8.9% | +180.5% | +169.8% |
| 1Y | +417.4% | -16.6% | +434.0% | +420.6% |
| All | +417.4% | -15.8% | +433.2% | +420.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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