+1,376.8%
STX vs BX
+25.6%
+1,351.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.6% | -0.9% |
| 7D | +9.6% | -5.7% | +15.2% | +11.5% |
| 30D | +10.6% | -8.9% | +19.5% | +13.5% |
| 3M | +4.8% | +8.4% | -3.6% | +0.1% |
| 6M | +137.3% | +18.9% | +118.3% | +116.2% |
| YTD | +222.5% | -13.6% | +236.1% | +234.3% |
| 1Y | +366.2% | -22.4% | +388.7% | +404.6% |
| All | +1,376.8% | +25.6% | +1,351.2% | +1,166.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling