+851.5%
BX vs BEN
+59.0%
+792.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +0.9% | +1.1% |
| 7D | +0.6% | +6.8% | -6.2% | -4.0% |
| 30D | +14.2% | +18.0% | -3.7% | +1.6% |
| 3M | -18.7% | +7.5% | -26.2% | -22.9% |
| 6M | +2.5% | +14.7% | -12.2% | -6.9% |
| YTD | -18.8% | +56.1% | -74.9% | -40.6% |
| 1Y | -10.3% | +69.6% | -79.9% | -38.1% |
| 3Y | +35.4% | +87.7% | -52.3% | -15.2% |
| 5Y | +0.3% | +28.6% | -28.4% | -17.4% |
| 10Y | +668.4% | +59.8% | +608.6% | +373.6% |
| All | +851.5% | +59.0% | +792.6% | +340.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling