+642.7%
BX vs TECH
+189.8%
+452.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | -8.9% | -0.5% | -8.4% | -8.7% |
| 30D | -14.8% | 0.0% | -14.8% | -14.8% |
| 3M | +6.9% | +37.4% | -30.5% | -8.7% |
| 6M | +16.3% | +36.9% | -20.6% | -2.5% |
| YTD | -16.1% | +23.1% | -39.2% | -26.3% |
| 1Y | -26.8% | +42.2% | -69.0% | -41.0% |
| 3Y | +22.4% | +1.9% | +20.5% | +10.2% |
| 5Y | +16.0% | -42.9% | +58.9% | +36.6% |
| All | +642.7% | +189.8% | +452.9% | +340.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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