+21.5%
BX vs NVD
-99.1%
+120.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.5% | -7.3% | -2.3% |
| 7D | -8.9% | +9.0% | -18.0% | -7.9% |
| 30D | -14.8% | -5.5% | -9.3% | -15.0% |
| 3M | +6.9% | -24.6% | +31.6% | +4.3% |
| 6M | +16.3% | -42.1% | +58.3% | +10.9% |
| YTD | -16.1% | -44.3% | +28.3% | -19.7% |
| 1Y | -26.8% | -54.2% | +27.4% | -31.1% |
| All | +21.5% | -99.1% | +120.7% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling