+228.8%
MU vs BX
-12.5%
+241.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -3.9% | -2.8% |
| 7D | +12.8% | +0.6% | +12.2% | +12.7% |
| 30D | -14.9% | +14.2% | -29.1% | -17.1% |
| 3M | -18.0% | -18.7% | +0.7% | -13.6% |
| 6M | -3.1% | +2.5% | -5.6% | -3.7% |
| YTD | +172.9% | -18.8% | +191.7% | +191.8% |
| 1Y | +228.8% | -10.3% | +239.2% | +222.8% |
| All | +228.8% | -12.5% | +241.3% | +222.8% |
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