+8,025.6%
MU vs BX
+927.0%
+7,098.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.7% |
| 7D | +9.0% | -4.4% | +13.4% | +11.4% |
| 30D | +13.8% | +0.1% | +13.7% | +13.2% |
| 3M | +2.1% | +16.0% | -13.9% | -6.5% |
| 6M | +153.8% | +21.6% | +132.2% | +124.1% |
| YTD | +256.4% | -8.9% | +265.3% | +262.5% |
| 1Y | +719.8% | -16.6% | +736.4% | +769.0% |
| 3Y | +1,360.4% | +43.3% | +1,317.0% | +1,065.4% |
| 5Y | +1,312.4% | +25.7% | +1,286.7% | +1,044.2% |
| 10Y | +6,142.6% | +689.5% | +5,453.1% | +1,917.4% |
| All | +8,025.6% | +927.0% | +7,098.6% | +1,553.0% |
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