-17.6%
UBER vs BX
-15.8%
-1.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | 0.0% |
| 7D | -3.9% | -4.4% | +0.5% | -3.1% |
| 30D | +11.1% | +0.1% | +11.0% | +11.0% |
| 3M | +4.9% | +16.0% | -11.1% | +2.1% |
| 6M | -1.2% | +21.6% | -22.8% | -4.9% |
| YTD | -7.3% | -8.9% | +1.6% | -7.8% |
| 1Y | -17.6% | -16.6% | -1.0% | -16.3% |
| All | -17.6% | -15.8% | -1.8% | -16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling