-24.3%
UBER vs BX
-25.1%
+0.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.7% |
| 7D | -5.4% | -5.6% | +0.2% | -4.3% |
| 30D | -4.9% | -12.2% | +7.3% | -2.5% |
| 3M | +3.0% | +7.4% | -4.3% | +1.9% |
| 6M | -4.4% | +22.2% | -26.6% | -7.5% |
| YTD | -12.3% | -14.0% | +1.7% | -11.9% |
| 1Y | -24.3% | -27.3% | +3.0% | -19.1% |
| All | -24.3% | -25.1% | +0.8% | -19.1% |
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