+24.3%
BX vs PWR
+458.8%
-434.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -2.6% |
| 7D | -2.0% | +4.5% | -6.5% | -3.8% |
| 30D | -2.3% | -4.9% | +2.6% | -0.7% |
| 3M | +18.5% | -7.9% | +26.4% | +20.5% |
| 6M | +23.7% | +18.3% | +5.4% | +9.4% |
| YTD | -10.4% | +51.5% | -61.9% | -31.0% |
| 1Y | -19.6% | +70.3% | -89.9% | -42.9% |
| 3Y | +30.8% | +210.6% | -179.8% | -38.9% |
| 5Y | +24.3% | +456.7% | -432.3% | -61.6% |
| All | +24.3% | +458.8% | -434.5% | -61.6% |
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