+143.3%
DELL vs BX
-8.3%
+151.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.2% | -15.1% | -9.9% |
| 7D | -24.6% | +8.3% | -32.9% | -25.8% |
| 30D | -32.5% | +13.5% | -46.0% | -34.4% |
| 3M | -20.2% | -7.6% | -12.6% | -18.3% |
| 6M | +76.5% | +4.0% | +72.4% | +76.2% |
| YTD | +198.9% | -15.2% | +214.1% | +238.7% |
| 1Y | +143.3% | -8.5% | +151.8% | +159.7% |
| All | +143.3% | -8.3% | +151.6% | +159.7% |
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