+43.9%
BX vs NVD
-99.1%
+143.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.5% |
| 7D | -5.6% | +10.8% | -16.4% | -4.3% |
| 30D | -12.2% | +0.8% | -13.0% | -11.8% |
| 3M | +7.4% | -20.8% | +28.2% | +5.4% |
| 6M | +22.2% | -41.2% | +63.3% | +16.8% |
| YTD | -14.0% | -44.2% | +30.2% | -17.7% |
| 1Y | -27.3% | -54.2% | +26.9% | -31.6% |
| 3Y | +24.5% | -99.1% | +123.7% | -17.8% |
| All | +43.9% | -99.1% | +143.0% | -4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling