+4,782.6%
DELL vs BX
+623.7%
+4,158.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +3.9% | +1.8% |
| 7D | +8.7% | -5.7% | +14.4% | +11.5% |
| 30D | +16.9% | -8.9% | +25.8% | +21.4% |
| 3M | +40.4% | +8.4% | +32.0% | +34.5% |
| 6M | +267.1% | +18.9% | +248.1% | +233.9% |
| YTD | +329.1% | -13.6% | +342.7% | +348.7% |
| 1Y | +346.9% | -22.4% | +369.4% | +387.6% |
| 3Y | +696.6% | +26.0% | +670.6% | +595.8% |
| 5Y | +1,106.2% | +18.8% | +1,087.4% | +914.0% |
| 10Y | +4,177.7% | +668.7% | +3,509.0% | +1,660.4% |
| All | +4,782.6% | +623.7% | +4,158.9% | +2,032.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling