+950.6%
BX vs NI
+948.7%
+1.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -2.5% |
| 7D | -2.0% | +2.3% | -4.3% | -3.5% |
| 30D | -2.3% | -1.7% | -0.6% | -1.4% |
| 3M | +18.5% | -8.0% | +26.5% | +24.9% |
| 6M | +23.7% | -8.6% | +32.4% | +30.3% |
| YTD | -10.4% | +2.3% | -12.7% | -13.1% |
| 1Y | -19.6% | +6.9% | -26.5% | -24.7% |
| 3Y | +30.8% | +70.6% | -39.8% | -13.8% |
| 5Y | +24.3% | +96.4% | -72.0% | -26.8% |
| 10Y | +679.5% | +136.1% | +543.3% | +257.8% |
| All | +950.6% | +948.7% | +1.9% | -7.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling