+289.3%
INTC vs BX
-15.8%
+305.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.6% | +4.7% |
| 7D | +7.1% | -4.4% | +11.5% | +8.1% |
| 30D | -5.2% | +0.1% | -5.3% | -5.4% |
| 3M | -14.3% | +16.0% | -30.3% | -17.8% |
| 6M | +110.2% | +21.6% | +88.6% | +96.7% |
| YTD | +159.6% | -8.9% | +168.5% | +164.1% |
| 1Y | +289.3% | -16.6% | +305.9% | +307.5% |
| All | +289.3% | -15.8% | +305.1% | +307.5% |
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