+85.3%
NUE vs BAM
-12.6%
+97.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +2.9% | +1.2% |
| 7D | -2.3% | -3.9% | +1.6% | -1.3% |
| 30D | -6.1% | -8.8% | +2.7% | -3.9% |
| 3M | +1.7% | +2.2% | -0.5% | +0.6% |
| 6M | +53.1% | +5.9% | +47.2% | +49.3% |
| YTD | +59.0% | -6.1% | +65.2% | +59.3% |
| 1Y | +85.3% | -11.6% | +97.0% | +91.9% |
| All | +85.3% | -12.6% | +97.9% | +91.9% |
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