+28.0%
NBIS vs BX
-8.3%
+36.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +6.2% | -12.9% | -8.4% |
| 7D | -22.4% | +8.3% | -30.7% | -24.4% |
| 30D | -39.1% | +13.5% | -52.7% | -41.8% |
| 3M | -37.3% | -7.6% | -29.7% | -35.8% |
| 6M | -19.8% | +4.0% | -23.8% | -22.3% |
| YTD | +69.1% | -15.2% | +84.2% | +88.1% |
| 1Y | +28.0% | -8.5% | +36.5% | +38.4% |
| All | +28.0% | -8.3% | +36.3% | +38.4% |
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