+838.5%
BX vs GEN
+320.3%
+518.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -1.4% |
| 7D | -1.1% | -3.0% | +1.9% | +0.3% |
| 30D | +8.8% | +24.7% | -15.9% | -2.0% |
| 3M | -18.3% | +4.1% | -22.4% | -20.9% |
| 6M | -1.5% | +36.0% | -37.6% | -16.6% |
| YTD | -19.9% | +10.9% | -30.8% | -26.0% |
| 1Y | -14.5% | +12.2% | -26.7% | -21.4% |
| 3Y | +32.3% | +63.3% | -31.0% | +0.9% |
| 5Y | -1.1% | +29.0% | -30.2% | -18.5% |
| 10Y | +657.8% | +147.5% | +510.3% | +286.0% |
| All | +838.5% | +320.3% | +518.2% | +164.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling