+33,497.9%
NVDA vs BX
+873.6%
+32,624.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.7% | +0.7% |
| 7D | -0.3% | -5.7% | +5.3% | +2.3% |
| 30D | +2.8% | -8.9% | +11.7% | +7.0% |
| 3M | +7.4% | +8.4% | -1.0% | +2.7% |
| 6M | +22.6% | +18.9% | +3.7% | +11.2% |
| YTD | +20.1% | -13.6% | +33.7% | +25.2% |
| 1Y | +31.2% | -22.4% | +53.6% | +42.7% |
| 3Y | +391.7% | +26.0% | +365.7% | +321.2% |
| 5Y | +911.9% | +18.8% | +893.1% | +794.2% |
| 10Y | +15,200.7% | +668.7% | +14,531.9% | +6,422.9% |
| All | +33,497.9% | +873.6% | +32,624.3% | +11,077.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling