+2,255.5%
BX vs GNRC
+2,077.0%
+178.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.0% | -1.7% | -3.0% |
| 7D | -5.7% | +3.2% | -8.8% | -6.7% |
| 30D | -8.9% | -9.5% | +0.6% | -6.0% |
| 3M | +8.4% | -28.5% | +36.9% | +19.4% |
| 6M | +18.9% | -10.0% | +28.9% | +18.8% |
| YTD | -13.6% | +36.7% | -50.4% | -26.4% |
| 1Y | -22.4% | +2.6% | -25.0% | -27.7% |
| 3Y | +26.0% | +61.9% | -35.9% | -3.7% |
| 5Y | +18.8% | -59.0% | +77.8% | +34.6% |
| 10Y | +668.7% | +444.8% | +224.0% | +247.8% |
| All | +2,255.5% | +2,077.0% | +178.5% | +498.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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