+30.8%
BX vs OPEN
-19.6%
+50.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | -1.4% |
| 7D | -2.0% | +1.0% | -3.0% | -2.1% |
| 30D | -2.3% | -11.9% | +9.6% | -1.2% |
| 3M | +18.5% | -28.8% | +47.3% | +21.9% |
| 6M | +23.7% | -38.6% | +62.3% | +28.5% |
| YTD | -10.4% | -47.3% | +37.0% | -6.0% |
| 1Y | -19.6% | -49.2% | +29.6% | -18.6% |
| 3Y | +30.8% | -18.8% | +49.6% | +8.8% |
| All | +30.8% | -19.6% | +50.4% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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