-16.6%
BX vs SU
+71.8%
-88.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.2% |
| 7D | -4.4% | +3.6% | -7.9% | -4.0% |
| 30D | +0.1% | +7.9% | -7.8% | +0.7% |
| 3M | +16.0% | +3.5% | +12.5% | +16.1% |
| 6M | +21.6% | +19.0% | +2.7% | +18.7% |
| YTD | -8.9% | +55.0% | -63.9% | -16.4% |
| 1Y | -16.6% | +71.2% | -87.8% | -25.5% |
| All | -16.6% | +71.8% | -88.5% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling