+679.5%
BX vs ALLE
+148.2%
+531.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.1% |
| 7D | -2.0% | +2.8% | -4.8% | -3.9% |
| 30D | -2.3% | -7.6% | +5.3% | +3.3% |
| 3M | +18.5% | +22.8% | -4.3% | +1.4% |
| 6M | +23.7% | +4.6% | +19.1% | +18.0% |
| YTD | -10.4% | -1.2% | -9.1% | -11.8% |
| 1Y | -19.6% | -9.1% | -10.4% | -16.0% |
| 3Y | +30.8% | +50.0% | -19.2% | -6.5% |
| 5Y | +24.3% | +15.2% | +9.1% | +5.8% |
| 10Y | +679.5% | +151.1% | +528.4% | +336.7% |
| All | +679.5% | +148.2% | +531.2% | +336.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling