+635.8%
BX vs IBN
+385.6%
+250.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.2% |
| 7D | +0.6% | +1.9% | -1.3% | -0.2% |
| 30D | +14.2% | +22.1% | -7.9% | +4.7% |
| 3M | -18.7% | +17.1% | -35.8% | -24.2% |
| 6M | +2.5% | +35.5% | -33.1% | -10.3% |
| YTD | -18.8% | +16.8% | -35.6% | -24.4% |
| 1Y | -10.3% | +12.4% | -22.7% | -15.2% |
| 3Y | +35.4% | +58.0% | -22.7% | +8.9% |
| 5Y | +0.3% | +73.7% | -73.5% | -22.1% |
| All | +635.8% | +385.6% | +250.3% | +314.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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