+710.1%
BX vs ACWI
+226.8%
+483.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | -0.1% |
| 7D | +3.3% | +0.3% | +2.9% | +2.9% |
| 30D | +9.6% | -2.8% | +12.4% | +14.3% |
| 3M | -8.7% | -3.2% | -5.5% | -4.1% |
| 6M | +2.2% | +1.3% | +0.9% | +0.2% |
| YTD | -16.2% | +11.2% | -27.4% | -28.6% |
| 1Y | -11.5% | +13.8% | -25.3% | -27.2% |
| 3Y | +41.0% | +76.2% | -35.2% | -38.3% |
| 5Y | +1.1% | +59.5% | -58.4% | -46.5% |
| 10Y | +710.1% | +222.2% | +487.9% | +55.3% |
| All | +710.1% | +226.8% | +483.3% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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