+967.7%
BX vs GEN
+333.8%
+633.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.1% |
| 7D | -4.4% | -1.2% | -3.2% | -3.8% |
| 30D | +0.1% | +10.1% | -10.1% | -4.4% |
| 3M | +16.0% | +16.1% | -0.1% | +7.8% |
| 6M | +21.6% | +38.9% | -17.2% | +2.7% |
| YTD | -8.9% | +14.4% | -23.3% | -15.9% |
| 1Y | -16.6% | +5.9% | -22.5% | -20.2% |
| 3Y | +43.3% | +58.8% | -15.5% | +11.9% |
| 5Y | +25.7% | +24.7% | +1.0% | +6.5% |
| 10Y | +689.5% | +163.1% | +526.4% | +293.3% |
| All | +967.7% | +333.8% | +633.9% | +200.5% |
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