+697.9%
BX vs PAAS
+206.7%
+491.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.5% |
| 7D | -2.0% | +2.0% | -4.0% | -2.2% |
| 30D | -2.3% | -0.1% | -2.2% | -2.5% |
| 3M | +18.5% | +8.2% | +10.3% | +16.9% |
| 6M | +23.7% | -13.8% | +37.5% | +25.1% |
| YTD | -10.4% | -0.6% | -9.7% | -11.6% |
| 1Y | -19.6% | +44.0% | -63.6% | -25.0% |
| 3Y | +30.8% | +246.6% | -215.8% | +5.5% |
| 5Y | +24.3% | +116.1% | -91.7% | +3.7% |
| All | +697.9% | +206.7% | +491.2% | +525.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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