+115.3%
SPOT vs BX
+17.9%
+97.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | -0.4% |
| 7D | -3.1% | -5.6% | +2.5% | -0.5% |
| 30D | +7.4% | -12.2% | +19.6% | +13.7% |
| 3M | +8.2% | +7.4% | +0.8% | +3.6% |
| 6M | +2.2% | +22.2% | -20.0% | -9.0% |
| YTD | -9.5% | -14.0% | +4.5% | -5.1% |
| 1Y | -23.8% | -27.3% | +3.5% | -13.6% |
| 3Y | +233.5% | +24.5% | +208.9% | +166.4% |
| All | +115.3% | +17.9% | +97.3% | +64.5% |
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