-2.7%
HD vs BX
-13.7%
+11.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +2.0% | 0.0% |
| 7D | -0.5% | -1.1% | +0.6% | -0.2% |
| 30D | +18.5% | +8.8% | +9.7% | +15.8% |
| 3M | +2.2% | -18.3% | +20.4% | +6.9% |
| 6M | +13.8% | -1.5% | +15.4% | +14.2% |
| YTD | +3.4% | -19.9% | +23.3% | +7.4% |
| All | -2.7% | -13.7% | +11.0% | -4.0% |
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 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