+3,341.8%
V vs BX
+2,092.1%
+1,249.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.9% |
| 7D | +0.9% | +0.6% | +0.3% | +0.7% |
| 30D | +9.0% | +14.2% | -5.3% | +4.5% |
| 3M | +16.7% | -18.7% | +35.5% | +23.8% |
| 6M | +33.4% | +2.5% | +30.9% | +31.1% |
| YTD | +22.4% | -18.8% | +41.2% | +27.9% |
| 1Y | +27.7% | -10.3% | +38.0% | +29.2% |
| 3Y | +78.0% | +35.4% | +42.6% | +53.8% |
| 5Y | +108.5% | +0.3% | +108.3% | +89.4% |
| 10Y | +459.0% | +668.4% | -209.3% | +169.3% |
| All | +3,341.8% | +2,092.1% | +1,249.7% | +990.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling