-8.5%
BX vs NVD
-27.4%
+18.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.5% | -0.2% | +6.7% |
| 7D | +8.3% | +15.0% | -6.7% | +9.5% |
| 30D | +13.5% | +39.3% | -25.7% | +17.1% |
| 3M | -7.6% | +3.1% | -10.7% | -7.2% |
| 6M | +4.0% | -19.0% | +23.0% | +3.3% |
| YTD | -15.2% | -35.5% | +20.3% | -18.1% |
| 1Y | -8.5% | -30.2% | +21.7% | -10.8% |
| All | -8.5% | -27.4% | +18.9% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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