+78.9%
UBER vs BX
+17.9%
+60.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -2.4% |
| 7D | -5.4% | -5.6% | +0.2% | -2.9% |
| 30D | -4.9% | -12.2% | +7.3% | +0.8% |
| 3M | +3.0% | +7.4% | -4.3% | -1.2% |
| 6M | -4.4% | +22.2% | -26.6% | -14.6% |
| YTD | -12.3% | -14.0% | +1.7% | -8.0% |
| 1Y | -24.3% | -27.3% | +3.0% | -13.9% |
| 3Y | +46.4% | +24.5% | +21.9% | +17.3% |
| All | +78.9% | +17.9% | +60.9% | +45.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling