+455.0%
BX vs NVT
+731.8%
-276.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.6% | -2.2% | +0.2% |
| 7D | -5.6% | +4.1% | -9.7% | -7.5% |
| 30D | -12.2% | -5.1% | -7.1% | -10.5% |
| 3M | +7.4% | -1.2% | +8.6% | +5.5% |
| 6M | +22.2% | +46.6% | -24.4% | -4.4% |
| YTD | -14.0% | +60.0% | -74.0% | -36.1% |
| 1Y | -27.3% | +70.8% | -98.1% | -48.8% |
| 3Y | +24.5% | +187.5% | -163.0% | -38.3% |
| 5Y | +18.9% | +426.1% | -407.3% | -58.2% |
| All | +455.0% | +731.8% | -276.8% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 10y: compounded portfolio wealth divided by compounded NVT 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…
10y analysis · Full analysis span regression · 6 months rolling