+661.1%
BX vs SPXU
-99.6%
+760.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.9% | +1.3% |
| 7D | -5.6% | +2.5% | -8.1% | -4.4% |
| 30D | -12.2% | +4.2% | -16.4% | -10.2% |
| 3M | +7.4% | -9.3% | +16.7% | +3.7% |
| 6M | +22.2% | -30.7% | +52.9% | +5.5% |
| YTD | -14.0% | -28.1% | +14.1% | -23.5% |
| 1Y | -27.3% | -35.2% | +8.0% | -37.9% |
| 3Y | +24.5% | -79.9% | +104.5% | -27.5% |
| 5Y | +18.9% | -86.4% | +105.3% | -24.7% |
| All | +661.1% | -99.6% | +760.6% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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