+548.8%
MU vs BX
-25.1%
+573.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.7% | -0.8% |
| 7D | -4.1% | -5.6% | +1.5% | -2.8% |
| 30D | +7.0% | -12.2% | +19.2% | +10.1% |
| 3M | -2.1% | +7.4% | -9.5% | -4.8% |
| 6M | +133.1% | +22.2% | +110.9% | +115.8% |
| YTD | +241.9% | -14.0% | +255.9% | +259.0% |
| 1Y | +548.8% | -27.3% | +576.0% | +625.3% |
| All | +548.8% | -25.1% | +573.8% | +625.3% |
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