+16.0%
BX vs TRGP
+627.0%
-611.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | -8.9% | -0.6% | -8.4% | -8.7% |
| 30D | -14.8% | +10.0% | -24.8% | -18.8% |
| 3M | +6.9% | +7.6% | -0.7% | +2.0% |
| 6M | +16.3% | +26.8% | -10.5% | +1.0% |
| YTD | -16.1% | +60.6% | -76.6% | -36.1% |
| 1Y | -26.8% | +82.5% | -109.3% | -48.5% |
| 3Y | +22.4% | +265.0% | -242.6% | -41.7% |
| 5Y | +16.0% | +645.9% | -629.9% | -62.8% |
| All | +16.0% | +627.0% | -611.0% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 5y: compounded portfolio wealth divided by compounded TRGP 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…
5y analysis · Full analysis span regression · 6 months rolling