+15.6%
BX vs UUUU
+88.5%
-72.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.3% | +3.5% | -1.7% |
| 7D | -8.9% | -5.0% | -3.9% | -8.1% |
| 30D | -14.8% | -7.8% | -7.0% | -13.7% |
| 3M | +6.9% | -0.4% | +7.4% | +6.1% |
| 6M | +16.3% | -32.9% | +49.2% | +22.1% |
| YTD | -16.1% | -6.3% | -9.8% | -19.6% |
| 1Y | -26.8% | +7.9% | -34.7% | -34.3% |
| 3Y | +22.4% | +85.2% | -62.7% | -11.9% |
| All | +15.6% | +88.5% | -72.9% | -22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling