-24.1%
NU vs BAM
+4.2%
-28.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.2% | -2.9% | +0.4% |
| 7D | +0.2% | +14.2% | -14.1% | -6.1% |
| 30D | -21.0% | +21.0% | -42.0% | -28.1% |
| 3M | -16.3% | +5.2% | -21.5% | -18.8% |
| 6M | -15.3% | +16.0% | -31.3% | -22.4% |
| YTD | -28.4% | +6.5% | -34.8% | -32.1% |
| 1Y | -24.1% | +4.4% | -28.5% | -27.6% |
| All | -24.1% | +4.2% | -28.4% | -27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling