-26.8%
BX vs BB
+101.1%
-127.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.7% | -0.1% | -2.6% |
| 7D | -8.9% | -2.1% | -6.8% | -8.7% |
| 30D | -14.8% | -16.0% | +1.3% | -13.4% |
| 3M | +6.9% | -14.5% | +21.4% | +6.8% |
| 6M | +16.3% | +118.6% | -102.3% | -2.2% |
| YTD | -16.1% | +98.9% | -115.0% | -28.4% |
| 1Y | -26.8% | +99.5% | -126.3% | -37.0% |
| All | -26.8% | +101.1% | -127.8% | -37.0% |
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