+1,077.4%
STX vs BX
+19.7%
+1,057.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.6% | -0.6% |
| 7D | +9.6% | -5.7% | +15.2% | +12.0% |
| 30D | +10.6% | -8.9% | +19.5% | +14.1% |
| 3M | +4.8% | +8.4% | -3.6% | -0.3% |
| 6M | +137.3% | +18.9% | +118.3% | +114.8% |
| YTD | +222.5% | -13.6% | +236.1% | +233.4% |
| 1Y | +366.2% | -22.4% | +388.7% | +402.1% |
| 3Y | +1,352.9% | +26.0% | +1,326.9% | +1,123.5% |
| 5Y | +1,077.4% | +18.8% | +1,058.7% | +863.1% |
| All | +1,077.4% | +19.7% | +1,057.8% | +863.1% |
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 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