+3,476.8%
STX vs BX
+654.4%
+2,822.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | +0.2% | -1.4% |
| 7D | +8.0% | -8.9% | +16.9% | +12.3% |
| 30D | +5.1% | -14.8% | +19.9% | +12.1% |
| 3M | +5.8% | +6.9% | -1.2% | +0.8% |
| 6M | +124.9% | +16.3% | +108.7% | +104.0% |
| YTD | +213.9% | -16.1% | +230.0% | +228.7% |
| 1Y | +350.4% | -26.8% | +377.2% | +399.2% |
| 3Y | +1,314.2% | +22.4% | +1,291.8% | +1,090.5% |
| 5Y | +1,092.8% | +16.0% | +1,076.8% | +869.6% |
| All | +3,476.8% | +654.4% | +2,822.4% | +1,031.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling