+1,119.4%
NBIS vs BAM
+1.6%
+1,117.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.4% | +11.1% | +10.5% |
| 7D | +22.2% | -1.6% | +23.8% | +23.5% |
| 30D | +29.7% | -6.0% | +35.7% | +34.8% |
| 3M | +11.9% | +7.3% | +4.5% | +2.1% |
| 6M | +173.0% | +8.2% | +164.8% | +142.9% |
| YTD | +191.4% | -3.8% | +195.2% | +192.3% |
| 1Y | +280.7% | -10.7% | +291.4% | +306.7% |
| All | +1,119.4% | +1.6% | +1,117.8% | +1,022.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 3y: compounded portfolio wealth divided by compounded BAM 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…
3y analysis · Full analysis span regression · 6 months rolling