+635.8%
BX vs NDAQ
+471.8%
+164.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | +0.6% | +1.3% | -0.7% | -0.4% |
| 30D | +14.2% | +18.0% | -3.7% | +0.5% |
| 3M | -18.7% | +11.5% | -30.3% | -25.4% |
| 6M | +2.5% | +21.1% | -18.6% | -12.7% |
| YTD | -18.8% | +12.8% | -31.6% | -27.2% |
| 1Y | -10.3% | +25.7% | -36.0% | -26.5% |
| 3Y | +35.4% | +116.8% | -81.4% | -28.5% |
| 5Y | +0.3% | +67.3% | -67.0% | -35.3% |
| All | +635.8% | +471.8% | +164.1% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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