-52.7%
TEAM vs BX
+14.6%
-67.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.9% | +3.0% |
| 7D | -7.8% | -8.9% | +1.2% | -1.6% |
| 30D | +16.5% | -14.8% | +31.3% | +30.3% |
| 3M | +96.2% | +6.9% | +89.2% | +86.8% |
| 6M | +130.2% | +16.3% | +113.9% | +104.0% |
| YTD | +10.7% | -16.1% | +26.8% | +22.5% |
| 1Y | +3.0% | -26.8% | +29.8% | +25.2% |
| 3Y | -13.1% | +22.4% | -35.5% | -32.0% |
| 5Y | -52.7% | +16.0% | -68.8% | -61.5% |
| All | -52.7% | +14.6% | -67.3% | -61.5% |
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