+248.8%
NBIS vs BX
-15.8%
+264.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.6% | +7.8% |
| 7D | +8.2% | -4.4% | +12.6% | +9.5% |
| 30D | +3.4% | +0.1% | +3.3% | +2.8% |
| 3M | -12.8% | +16.0% | -28.8% | -17.3% |
| 6M | +131.5% | +21.6% | +109.9% | +114.9% |
| YTD | +170.5% | -8.9% | +179.4% | +168.6% |
| 1Y | +248.8% | -16.6% | +265.4% | +225.9% |
| All | +248.8% | -15.8% | +264.6% | +225.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 1y: compounded portfolio wealth divided by compounded BX 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…
1y analysis · Full analysis span regression · 6 months rolling