+4,908.0%
STX vs BX
+802.7%
+4,105.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.7% | -0.1% |
| 7D | +16.8% | -1.1% | +17.9% | +17.4% |
| 30D | -27.0% | +8.8% | -35.9% | -29.6% |
| 3M | -37.9% | -18.3% | -19.6% | -33.8% |
| 6M | -32.5% | -1.5% | -31.0% | -33.8% |
| YTD | +98.6% | -19.9% | +118.5% | +108.5% |
| 1Y | +93.6% | -14.5% | +108.1% | +97.9% |
| 3Y | +699.1% | +32.3% | +666.8% | +579.1% |
| 5Y | +481.0% | -1.1% | +482.1% | +429.4% |
| 10Y | +2,082.0% | +657.8% | +1,424.2% | +831.6% |
| All | +4,908.0% | +802.7% | +4,105.3% | +1,420.4% |
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