-10.3%
BX vs BB
+99.6%
-109.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +1.6% |
| 7D | +0.6% | +1.8% | -1.3% | +0.4% |
| 30D | +14.2% | +8.1% | +6.1% | +12.9% |
| 3M | -18.7% | -1.0% | -17.7% | -19.3% |
| 6M | +2.5% | +45.9% | -43.4% | -6.0% |
| YTD | -18.8% | +134.8% | -153.6% | -34.0% |
| 1Y | -10.3% | +104.6% | -114.9% | -25.8% |
| All | -10.3% | +99.6% | -109.9% | -25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling