+50.0%
BX vs NVD
-99.2%
+149.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.5% | -1.1% |
| 7D | -2.0% | -7.7% | +5.7% | -2.9% |
| 30D | -2.3% | -5.8% | +3.5% | -2.6% |
| 3M | +18.5% | -23.2% | +41.7% | +15.9% |
| 6M | +23.7% | -49.7% | +73.5% | +15.9% |
| YTD | -10.4% | -47.7% | +37.3% | -14.9% |
| 1Y | -19.6% | -61.3% | +41.8% | -26.0% |
| 3Y | +30.8% | -99.2% | +130.0% | -14.2% |
| All | +50.0% | -99.2% | +149.2% | -1.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling