+67.7%
V vs BX
+19.7%
+48.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.3% | +0.6% |
| 7D | -2.9% | -5.7% | +2.8% | -1.4% |
| 30D | +1.9% | -8.9% | +10.8% | +4.3% |
| 3M | +13.2% | +8.4% | +4.8% | +10.3% |
| 6M | +16.7% | +18.9% | -2.2% | +10.2% |
| YTD | +5.4% | -13.6% | +19.0% | +8.3% |
| 1Y | +7.7% | -22.4% | +30.1% | +13.7% |
| 3Y | +52.0% | +26.0% | +26.0% | +35.5% |
| 5Y | +67.7% | +18.8% | +49.0% | +44.6% |
| All | +67.7% | +19.7% | +48.1% | +44.6% |
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