-27.3%
BX vs DOW
+28.8%
-56.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.5% | +2.5% |
| 7D | -5.6% | -1.4% | -4.2% | -5.6% |
| 30D | -12.2% | -3.9% | -8.3% | -12.2% |
| 3M | +7.4% | -12.7% | +20.1% | +7.9% |
| 6M | +22.2% | -13.7% | +35.9% | +21.1% |
| YTD | -14.0% | +28.4% | -42.4% | -19.3% |
| 1Y | -27.3% | +21.8% | -49.0% | -33.1% |
| All | -27.3% | +28.8% | -56.0% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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