+912.2%
BX vs TROW
+281.4%
+630.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.5% | -2.1% | -2.5% |
| 7D | -5.7% | -1.5% | -4.2% | -4.6% |
| 30D | -8.9% | -5.3% | -3.6% | -5.1% |
| 3M | +8.4% | +2.9% | +5.4% | +5.8% |
| 6M | +18.9% | +22.2% | -3.3% | +2.6% |
| YTD | -13.6% | +8.1% | -21.7% | -18.4% |
| 1Y | -22.4% | +5.8% | -28.3% | -25.7% |
| 3Y | +26.0% | +14.0% | +12.0% | +14.7% |
| 5Y | +18.8% | -38.3% | +57.0% | +67.5% |
| 10Y | +668.7% | +131.7% | +537.1% | +311.9% |
| All | +912.2% | +281.4% | +630.8% | +242.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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