-17.0%
TEAM vs BX
+25.6%
-42.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.7% | +4.4% | +2.9% |
| 7D | -4.7% | -5.7% | +1.0% | -1.4% |
| 30D | +17.0% | -8.9% | +25.9% | +23.6% |
| 3M | +85.9% | +8.4% | +77.5% | +78.0% |
| 6M | +116.7% | +18.9% | +97.7% | +95.2% |
| YTD | +9.6% | -13.6% | +23.3% | +17.8% |
| 1Y | -2.5% | -22.4% | +19.9% | +11.2% |
| All | -17.0% | +25.6% | -42.6% | -27.6% |
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