+55.3%
BE vs BX
-8.3%
+63.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.2% | -12.6% | -8.6% |
| 7D | -12.1% | +8.3% | -20.4% | -14.9% |
| 30D | -30.1% | +13.5% | -43.6% | -33.9% |
| 3M | -12.1% | -7.6% | -4.5% | -9.2% |
| 6M | -30.6% | +4.0% | -34.6% | -33.2% |
| YTD | +130.6% | -15.2% | +145.8% | +136.8% |
| 1Y | +55.3% | -8.5% | +63.8% | +39.4% |
| All | +55.3% | -8.3% | +63.6% | +39.4% |
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