+642.7%
BX vs GEN
+157.3%
+485.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -3.1% |
| 7D | -8.9% | -4.4% | -4.6% | -7.5% |
| 30D | -14.8% | +3.7% | -18.5% | -15.9% |
| 3M | +6.9% | +22.2% | -15.3% | -0.2% |
| 6M | +16.3% | +38.9% | -22.6% | +3.0% |
| YTD | -16.1% | +11.9% | -28.0% | -20.1% |
| 1Y | -26.8% | +4.5% | -31.3% | -28.7% |
| 3Y | +22.4% | +59.0% | -36.5% | +4.1% |
| 5Y | +16.0% | +22.0% | -6.0% | +4.0% |
| All | +642.7% | +157.3% | +485.4% | +412.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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