+23.5%
NVDA vs BX
-25.1%
+48.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.5% |
| 7D | -5.1% | -5.6% | +0.5% | -4.1% |
| 30D | -2.5% | -12.2% | +9.7% | -0.1% |
| 3M | +6.7% | +7.4% | -0.7% | +4.9% |
| 6M | +17.6% | +22.2% | -4.6% | +13.0% |
| YTD | +17.3% | -14.0% | +31.3% | +17.6% |
| 1Y | +23.5% | -27.3% | +50.8% | +24.2% |
| All | +23.5% | -25.1% | +48.6% | +24.2% |
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