+967.7%
BX vs PWR
+1,982.4%
-1,014.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.5% |
| 7D | -4.4% | +3.6% | -8.0% | -6.1% |
| 30D | +0.1% | -8.6% | +8.7% | +4.2% |
| 3M | +16.0% | -13.2% | +29.2% | +21.4% |
| 6M | +21.6% | +9.9% | +11.7% | +10.4% |
| YTD | -8.9% | +48.0% | -56.9% | -30.2% |
| 1Y | -16.6% | +66.2% | -82.8% | -40.8% |
| 3Y | +43.3% | +195.1% | -151.8% | -28.9% |
| 5Y | +25.7% | +442.6% | -416.9% | -55.7% |
| 10Y | +689.5% | +2,334.2% | -1,644.7% | +14.1% |
| All | +967.7% | +1,982.4% | -1,014.7% | +15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling