+661.1%
BX vs NI
+143.3%
+517.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -5.6% | 0.0% | -5.7% | -5.6% |
| 30D | -12.2% | -1.4% | -10.8% | -11.7% |
| 3M | +7.4% | -10.6% | +18.0% | +13.4% |
| 6M | +22.2% | -9.3% | +31.5% | +27.6% |
| YTD | -14.0% | +1.1% | -15.1% | -15.4% |
| 1Y | -27.3% | +3.4% | -30.7% | -29.5% |
| 3Y | +24.5% | +67.9% | -43.3% | -7.4% |
| 5Y | +18.9% | +98.0% | -79.1% | -18.5% |
| All | +661.1% | +143.3% | +517.8% | +408.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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