+1,101.8%
NBIS vs BAM
-0.7%
+1,102.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +0.9% | +0.5% |
| 7D | +17.8% | -3.9% | +21.7% | +21.3% |
| 30D | +30.5% | -8.8% | +39.4% | +39.1% |
| 3M | +9.2% | +2.2% | +7.0% | +4.1% |
| 6M | +153.2% | +5.9% | +147.2% | +129.1% |
| YTD | +187.1% | -6.1% | +193.2% | +193.7% |
| 1Y | +151.1% | -11.6% | +162.7% | +170.6% |
| All | +1,101.8% | -0.7% | +1,102.5% | +1,027.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling