+85.2%
NUE vs BAM
+84.8%
+0.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.7% | +2.6% |
| 7D | -2.4% | -2.9% | +0.4% | -1.3% |
| 30D | +3.8% | +14.7% | -10.9% | -1.8% |
| 3M | -3.7% | -4.1% | +0.5% | -2.4% |
| 6M | +13.2% | +9.6% | +3.6% | +8.2% |
| YTD | +61.6% | +3.4% | +58.2% | +56.9% |
| 1Y | +83.6% | +1.0% | +82.6% | +79.8% |
| 3Y | +78.6% | +88.2% | -9.6% | +35.1% |
| All | +85.2% | +84.8% | +0.3% | +38.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling