+0.4%
BX vs PWR
+348.8%
-348.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.3% | -6.5% | -2.6% |
| 7D | +1.8% | -12.9% | +14.7% | +6.0% |
| 30D | +7.9% | -22.8% | +30.7% | +17.4% |
| 3M | -9.6% | -19.0% | +9.4% | -4.3% |
| 6M | -2.3% | -31.1% | +28.8% | +9.6% |
| YTD | -19.3% | +28.3% | -47.5% | -35.1% |
| 1Y | -13.2% | +22.2% | -35.5% | -28.9% |
| 3Y | +33.8% | +222.2% | -188.4% | -42.9% |
| All | +0.4% | +348.8% | -348.5% | -66.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling