+50.0%
BX vs NVDX
+772.1%
-722.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.5% |
| 7D | -5.6% | -10.2% | +4.6% | -4.4% |
| 30D | -12.2% | -7.3% | -4.9% | -11.7% |
| 3M | +7.4% | +5.5% | +1.9% | +5.7% |
| 6M | +22.2% | +18.3% | +3.9% | +17.5% |
| YTD | -14.0% | +11.4% | -25.5% | -17.0% |
| 1Y | -27.3% | +12.7% | -40.0% | -30.8% |
| All | +50.0% | +772.1% | -722.1% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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