+30.8%
BX vs GEN
+57.7%
-26.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -0.3% |
| 7D | -2.0% | -0.7% | -1.3% | -1.7% |
| 30D | -2.3% | +2.6% | -4.9% | -3.5% |
| 3M | +18.5% | +15.8% | +2.7% | +10.4% |
| 6M | +23.7% | +33.1% | -9.4% | +6.6% |
| YTD | -10.4% | +11.3% | -21.7% | -15.3% |
| 1Y | -19.6% | +1.7% | -21.2% | -20.3% |
| 3Y | +30.8% | +58.1% | -27.3% | +0.3% |
| All | +30.8% | +57.7% | -26.9% | +0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling