+319.1%
DELL vs BX
-15.8%
+334.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.7% |
| 7D | +14.9% | -4.4% | +19.3% | +15.9% |
| 30D | +13.3% | +0.1% | +13.2% | +13.2% |
| 3M | +24.4% | +16.0% | +8.4% | +21.1% |
| 6M | +258.0% | +21.6% | +236.4% | +246.5% |
| YTD | +320.2% | -8.9% | +329.1% | +341.7% |
| 1Y | +319.1% | -16.6% | +335.7% | +327.4% |
| All | +319.1% | -15.8% | +334.9% | +327.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 1y: compounded portfolio wealth divided by compounded BX 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…
1y analysis · Full analysis span regression · 6 months rolling