+802.8%
TEAM vs BX
+613.8%
+189.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.0% |
| 7D | -0.4% | -4.4% | +3.9% | +2.2% |
| 30D | +67.3% | +0.1% | +67.2% | +67.9% |
| 3M | +86.8% | +16.0% | +70.8% | +71.4% |
| 6M | +146.8% | +21.6% | +125.2% | +118.9% |
| YTD | +16.9% | -8.9% | +25.8% | +21.3% |
| 1Y | +12.8% | -16.6% | +29.4% | +22.6% |
| 3Y | -7.3% | +43.3% | -50.6% | -27.6% |
| 5Y | -50.7% | +25.7% | -76.4% | -59.1% |
| 10Y | +529.8% | +689.5% | -159.7% | +129.1% |
| All | +802.8% | +613.8% | +189.0% | +240.9% |
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