+3.0%
BX vs NDAQ
+69.3%
-66.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.3% |
| 3M | -16.3% | +15.8% | -32.1% | -26.1% |
| 6M | +2.5% | +24.8% | -22.3% | -16.0% |
| YTD | -17.6% | +14.1% | -31.6% | -27.3% |
| 1Y | -12.4% | +26.5% | -38.9% | -29.9% |
| 3Y | +36.2% | +119.1% | -83.0% | -34.8% |
| 5Y | +3.0% | +70.9% | -68.0% | -38.8% |
| All | +3.0% | +69.3% | -66.3% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling