+679.5%
BX vs ACWI
+226.0%
+453.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.9% |
| 7D | -2.0% | +1.1% | -3.0% | -3.5% |
| 30D | -2.3% | -0.2% | -2.1% | -2.0% |
| 3M | +18.5% | +4.7% | +13.8% | +10.6% |
| 6M | +23.7% | +14.5% | +9.3% | +0.7% |
| YTD | -10.4% | +14.6% | -25.0% | -26.9% |
| 1Y | -19.6% | +21.4% | -41.0% | -40.0% |
| 3Y | +30.8% | +77.6% | -46.8% | -43.1% |
| 5Y | +24.3% | +68.1% | -43.7% | -38.6% |
| 10Y | +679.5% | +226.1% | +453.3% | +66.3% |
| All | +679.5% | +226.0% | +453.5% | +66.3% |
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