+25.1%
BX vs TE
-22.1%
+47.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.0% | -0.7% | -3.4% |
| 7D | -5.7% | +15.0% | -20.7% | -6.8% |
| 30D | -8.9% | -7.5% | -1.4% | -8.5% |
| 3M | +8.4% | -42.0% | +50.4% | +11.9% |
| 6M | +18.9% | -31.4% | +50.4% | +18.5% |
| YTD | -13.6% | -26.5% | +12.9% | -15.4% |
| 1Y | -22.4% | +153.1% | -175.5% | -34.6% |
| All | +25.1% | -22.1% | +47.2% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 3y: compounded portfolio wealth divided by compounded TE 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…
3y analysis · Full analysis span regression · 6 months rolling