+86.0%
BX vs PL
+81.7%
+4.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.3% |
| 7D | -2.0% | -7.5% | +5.6% | -0.9% |
| 30D | -2.3% | -25.6% | +23.3% | +2.0% |
| 3M | +18.5% | -45.6% | +64.1% | +28.7% |
| 6M | +23.7% | -29.5% | +53.3% | +24.6% |
| YTD | -10.4% | -9.7% | -0.7% | -14.4% |
| 1Y | -19.6% | +84.4% | -103.9% | -34.2% |
| 3Y | +30.8% | +550.0% | -519.2% | -28.3% |
| 5Y | +24.3% | +79.0% | -54.6% | -25.0% |
| All | +86.0% | +81.7% | +4.3% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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