+642.7%
BX vs EQT
+52.9%
+589.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.4% | -2.9% |
| 7D | -8.9% | -1.2% | -7.7% | -8.7% |
| 30D | -14.8% | +1.1% | -15.9% | -15.0% |
| 3M | +6.9% | +4.8% | +2.1% | +5.9% |
| 6M | +16.3% | -10.6% | +26.9% | +17.9% |
| YTD | -16.1% | +3.4% | -19.5% | -17.2% |
| 1Y | -26.8% | +8.7% | -35.5% | -28.5% |
| 3Y | +22.4% | +35.0% | -12.5% | +14.3% |
| 5Y | +16.0% | +204.2% | -188.2% | -4.5% |
| All | +642.7% | +52.9% | +589.8% | +536.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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