+7,695.7%
STX vs BX
+927.0%
+6,768.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.5% | +6.8% |
| 7D | +2.4% | -4.4% | +6.7% | +4.0% |
| 30D | +1.4% | +0.1% | +1.3% | +0.8% |
| 3M | -8.2% | +16.0% | -24.2% | -14.4% |
| 6M | +127.0% | +21.6% | +105.4% | +106.5% |
| YTD | +209.1% | -8.9% | +218.0% | +211.8% |
| 1Y | +365.4% | -16.6% | +382.0% | +382.4% |
| 3Y | +1,135.4% | +43.3% | +1,092.1% | +923.5% |
| 5Y | +991.5% | +25.7% | +965.8% | +814.1% |
| 10Y | +3,695.8% | +689.5% | +3,006.3% | +1,503.3% |
| All | +7,695.7% | +927.0% | +6,768.7% | +2,174.1% |
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 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