+37.4%
BX vs NDAQ
+120.1%
-82.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | -2.8% | 0.0% | -2.8% | -2.8% |
| 30D | +7.3% | +16.3% | -9.0% | -4.2% |
| 3M | -16.3% | +15.8% | -32.1% | -25.2% |
| 6M | +2.5% | +24.8% | -22.3% | -14.3% |
| YTD | -17.6% | +14.1% | -31.6% | -26.0% |
| 1Y | -12.4% | +26.5% | -38.9% | -28.4% |
| All | +37.4% | +120.1% | -82.7% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling