+164.3%
INTC vs BX
+22.1%
+142.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.8% | -2.7% | -4.3% |
| 7D | +9.4% | -8.9% | +18.3% | +13.8% |
| 30D | +2.7% | -14.8% | +17.5% | +9.8% |
| 3M | -6.3% | +6.9% | -13.2% | -10.4% |
| 6M | +114.5% | +16.3% | +98.2% | +93.8% |
| YTD | +171.9% | -16.1% | +188.0% | +189.0% |
| 1Y | +305.0% | -26.8% | +331.8% | +362.3% |
| All | +164.3% | +22.1% | +142.3% | +128.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling