+661.0%
BX vs TRV
+306.9%
+354.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.1% | +0.4% | +1.4% |
| 7D | -5.6% | +1.9% | -7.5% | -6.5% |
| 30D | -12.2% | +1.7% | -13.9% | -13.0% |
| 3M | +7.4% | +23.9% | -16.5% | -4.4% |
| 6M | +22.2% | +26.3% | -4.1% | +7.5% |
| YTD | -14.0% | +30.8% | -44.8% | -26.0% |
| 1Y | -27.3% | +36.3% | -63.6% | -38.9% |
| 3Y | +24.5% | +145.0% | -120.5% | -24.5% |
| 5Y | +18.9% | +163.9% | -145.0% | -31.9% |
| All | +661.0% | +306.9% | +354.1% | +233.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded TRV 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling