+614.2%
TEAM vs BX
+536.1%
+78.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -2.3% |
| 7D | -2.4% | +0.6% | -3.0% | -2.8% |
| 30D | -26.7% | +14.2% | -41.0% | -32.5% |
| 3M | -9.6% | -18.7% | +9.1% | +0.6% |
| 6M | +86.0% | +2.5% | +83.6% | +80.5% |
| YTD | -7.5% | -18.8% | +11.3% | +1.4% |
| 1Y | -1.4% | -10.3% | +9.0% | +2.0% |
| 3Y | -14.3% | +35.4% | -49.7% | -31.4% |
| 5Y | -66.3% | +0.3% | -66.6% | -69.1% |
| 10Y | +445.6% | +668.4% | -222.7% | +102.1% |
| All | +614.2% | +536.1% | +78.1% | +184.9% |
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