+668.7%
BX vs MSCI
+615.8%
+53.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.2% | -4.0% |
| 7D | -5.7% | -1.1% | -4.6% | -5.1% |
| 30D | -8.9% | -1.2% | -7.7% | -8.3% |
| 3M | +8.4% | -8.4% | +16.8% | +13.0% |
| 6M | +18.9% | -1.0% | +20.0% | +18.0% |
| YTD | -13.6% | -2.3% | -11.4% | -14.2% |
| 1Y | -22.4% | -1.2% | -21.3% | -24.1% |
| 3Y | +26.0% | +7.9% | +18.1% | +14.2% |
| 5Y | +18.8% | -10.1% | +28.8% | +17.4% |
| 10Y | +668.7% | +631.0% | +37.8% | +192.2% |
| All | +668.7% | +615.8% | +53.0% | +192.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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