+52.4%
GEV vs BX
-8.3%
+60.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +6.2% | -15.5% | -9.8% |
| 7D | -5.1% | +8.3% | -13.4% | -5.9% |
| 30D | -15.8% | +13.5% | -29.4% | -17.0% |
| 3M | -18.2% | -7.6% | -10.6% | -16.2% |
| 6M | -22.4% | +4.0% | -26.4% | -22.6% |
| YTD | +27.7% | -15.2% | +42.9% | +33.9% |
| 1Y | +52.4% | -8.5% | +60.8% | +51.5% |
| All | +52.4% | -8.3% | +60.7% | +51.5% |
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