+668.7%
BX vs PWR
+2,367.8%
-1,699.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.9% | -1.8% | -2.8% |
| 7D | -5.7% | +2.7% | -8.3% | -6.8% |
| 30D | -8.9% | -5.1% | -3.8% | -7.1% |
| 3M | +8.4% | -9.4% | +17.8% | +10.9% |
| 6M | +18.9% | +10.4% | +8.5% | +8.5% |
| YTD | -13.6% | +48.6% | -62.3% | -33.2% |
| 1Y | -22.4% | +68.0% | -90.5% | -44.6% |
| 3Y | +26.0% | +204.7% | -178.7% | -38.2% |
| 5Y | +18.8% | +451.9% | -433.1% | -58.7% |
| 10Y | +668.7% | +2,425.3% | -1,756.6% | +15.5% |
| All | +668.7% | +2,367.8% | -1,699.1% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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