+661.1%
BX vs BB
+1.6%
+659.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.7% | +2.1% |
| 7D | -5.6% | -0.4% | -5.2% | -5.5% |
| 30D | -12.2% | -12.5% | +0.3% | -10.0% |
| 3M | +7.4% | -17.4% | +24.8% | +9.9% |
| 6M | +22.2% | +119.1% | -97.0% | -0.1% |
| YTD | -14.0% | +102.4% | -116.4% | -28.4% |
| 1Y | -27.3% | +98.2% | -125.5% | -39.7% |
| 3Y | +24.5% | +46.9% | -22.4% | +4.0% |
| 5Y | +18.9% | -26.4% | +45.3% | +9.0% |
| All | +661.1% | +1.6% | +659.5% | +362.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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