+72.4%
UBER vs BX
+324.5%
-252.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -2.5% |
| 7D | -5.4% | -5.6% | +0.2% | -2.6% |
| 30D | -4.9% | -12.2% | +7.3% | +1.4% |
| 3M | +3.0% | +7.4% | -4.3% | -1.8% |
| 6M | -4.4% | +22.2% | -26.6% | -15.6% |
| YTD | -12.3% | -14.0% | +1.7% | -7.8% |
| 1Y | -24.3% | -27.3% | +3.0% | -13.3% |
| 3Y | +46.4% | +24.5% | +21.9% | +16.0% |
| 5Y | +79.7% | +18.9% | +60.8% | +38.7% |
| All | +72.4% | +324.5% | -252.1% | -44.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling