+882.1%
BX vs PWR
+1,872.9%
-990.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +9.4% | -5.5% | -0.8% |
| 7D | +3.3% | -4.8% | +8.0% | +4.1% |
| 30D | +9.6% | -16.2% | +25.8% | +16.8% |
| 3M | -8.7% | -11.9% | +3.3% | -5.9% |
| 6M | +2.2% | -20.6% | +22.8% | +8.2% |
| YTD | -16.2% | +40.3% | -56.5% | -35.9% |
| 1Y | -11.5% | +33.0% | -44.5% | -30.7% |
| 3Y | +41.0% | +250.0% | -209.0% | -37.8% |
| 5Y | +1.1% | +404.2% | -403.1% | -64.0% |
| 10Y | +710.1% | +1,865.8% | -1,155.7% | +27.9% |
| All | +882.1% | +1,872.9% | -990.8% | +6.2% |
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