+103.2%
INTC vs BX
+17.9%
+85.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.5% | +0.1% | +1.6% |
| 7D | +7.5% | -5.6% | +13.1% | +9.9% |
| 30D | +2.0% | -12.2% | +14.2% | +7.1% |
| 3M | -12.0% | +7.4% | -19.4% | -15.5% |
| 6M | +114.5% | +22.2% | +92.4% | +93.2% |
| YTD | +179.0% | -14.0% | +193.0% | +190.3% |
| 1Y | +318.3% | -27.3% | +345.6% | +367.0% |
| 3Y | +171.2% | +24.5% | +146.7% | +140.1% |
| All | +103.2% | +17.9% | +85.3% | +74.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling