+661.1%
BX vs PNR
+66.2%
+594.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.7% | +2.6% |
| 7D | -5.6% | -6.0% | +0.4% | -1.6% |
| 30D | -12.2% | -14.0% | +1.7% | -3.0% |
| 3M | +7.4% | -21.7% | +29.1% | +23.8% |
| 6M | +22.2% | -37.3% | +59.4% | +62.6% |
| YTD | -14.0% | -45.1% | +31.1% | +25.4% |
| 1Y | -27.3% | -49.1% | +21.8% | +11.6% |
| 3Y | +24.5% | -14.8% | +39.4% | +33.4% |
| 5Y | +18.9% | -21.0% | +39.9% | +29.6% |
| All | +661.1% | +66.2% | +594.9% | +398.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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