+29.3%
V vs BX
-8.3%
+37.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.2% | -2.4% | +2.8% |
| 7D | +9.0% | +8.3% | +0.7% | +7.6% |
| 30D | +18.1% | +13.5% | +4.5% | +15.6% |
| 3M | +18.3% | -7.6% | +25.9% | +19.3% |
| 6M | +34.1% | +4.0% | +30.1% | +32.4% |
| YTD | +25.2% | -15.2% | +40.4% | +25.5% |
| 1Y | +29.3% | -8.5% | +37.8% | +26.5% |
| All | +29.3% | -8.3% | +37.6% | +26.5% |
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