+2,681.3%
BX vs SPXU
-100.0%
+2,781.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.4% | -5.1% | -3.0% |
| 7D | -5.7% | +1.3% | -6.9% | -5.0% |
| 30D | -8.9% | +5.1% | -14.0% | -6.4% |
| 3M | +8.4% | -9.1% | +17.5% | +4.6% |
| 6M | +18.9% | -29.6% | +48.5% | +2.8% |
| YTD | -13.6% | -27.7% | +14.0% | -23.4% |
| 1Y | -22.4% | -37.0% | +14.5% | -35.1% |
| 3Y | +26.0% | -80.2% | +106.2% | -29.1% |
| 5Y | +18.8% | -86.0% | +104.8% | -25.4% |
| 10Y | +668.7% | -99.5% | +768.3% | +48.6% |
| All | +2,681.3% | -100.0% | +2,781.3% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling