+674.8%
BX vs DOC
+15.7%
+659.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | +1.8% | +6.5% | -4.7% | -1.4% |
| 30D | +7.9% | +9.2% | -1.3% | +3.3% |
| 3M | -9.6% | -2.5% | -7.1% | -8.5% |
| 6M | -2.3% | +7.1% | -9.3% | -6.0% |
| YTD | -19.3% | +33.0% | -52.3% | -31.7% |
| 1Y | -13.2% | +23.3% | -36.5% | -23.7% |
| 3Y | +33.8% | +44.9% | -11.1% | +6.7% |
| 5Y | 0.0% | -21.6% | +21.6% | +9.0% |
| All | +674.8% | +15.7% | +659.1% | +622.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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