+661.1%
BX vs UUUU
+465.5%
+195.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.0% | +7.5% | +3.2% |
| 7D | -5.6% | -10.5% | +4.9% | -4.1% |
| 30D | -12.2% | -10.5% | -1.7% | -10.9% |
| 3M | +7.4% | -14.1% | +21.5% | +9.1% |
| 6M | +22.2% | -35.5% | +57.6% | +28.0% |
| YTD | -14.0% | -10.9% | -3.1% | -16.0% |
| 1Y | -27.3% | +3.4% | -30.6% | -32.3% |
| 3Y | +24.5% | +73.1% | -48.6% | -0.1% |
| 5Y | +18.9% | +87.1% | -68.3% | -9.6% |
| All | +661.1% | +465.5% | +195.5% | +311.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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