+4,753.2%
STX vs BX
+815.3%
+3,937.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -3.6% |
| 7D | +14.6% | +0.6% | +14.0% | +14.4% |
| 30D | -26.0% | +14.2% | -40.2% | -29.9% |
| 3M | -42.6% | -18.7% | -23.9% | -38.8% |
| 6M | -35.3% | +2.5% | -37.7% | -37.5% |
| YTD | +92.5% | -18.8% | +111.3% | +101.0% |
| 1Y | +102.4% | -10.3% | +112.7% | +103.0% |
| 3Y | +673.8% | +35.4% | +638.4% | +551.9% |
| 5Y | +463.1% | +0.3% | +462.8% | +410.3% |
| 10Y | +2,014.6% | +668.4% | +1,346.2% | +798.1% |
| All | +4,753.2% | +815.3% | +3,937.9% | +1,365.7% |
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 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