+629.7%
INTC vs BX
+910.6%
-280.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.6% | +10.7% | +9.5% |
| 7D | +17.4% | -2.0% | +19.4% | +18.1% |
| 30D | +2.8% | -2.3% | +5.1% | +3.2% |
| 3M | -5.3% | +18.5% | -23.8% | -10.8% |
| 6M | +140.6% | +23.7% | +116.9% | +122.1% |
| YTD | +183.1% | -10.4% | +193.5% | +188.0% |
| 1Y | +326.8% | -19.6% | +346.3% | +348.2% |
| 3Y | +179.4% | +30.8% | +148.6% | +151.8% |
| 5Y | +111.7% | +24.3% | +87.4% | +86.7% |
| 10Y | +253.8% | +679.5% | -425.6% | +88.6% |
| All | +629.7% | +910.6% | -280.9% | +231.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling