+21.5%
BX vs INDA
+6.8%
+14.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.7% | -1.9% |
| 7D | -8.9% | -3.6% | -5.3% | -6.0% |
| 30D | -14.8% | -4.0% | -10.8% | -11.8% |
| 3M | +6.9% | +1.7% | +5.2% | +5.5% |
| 6M | +16.3% | -3.6% | +19.9% | +20.1% |
| YTD | -16.1% | -11.0% | -5.1% | -7.4% |
| 1Y | -26.8% | -9.5% | -17.3% | -20.4% |
| All | +21.5% | +6.8% | +14.7% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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