+72.0%
NUE vs BAM
+93.4%
-21.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | +0.9% |
| 7D | -10.2% | +5.3% | -15.5% | -12.0% |
| 30D | -0.4% | +18.1% | -18.5% | -6.8% |
| 3M | -8.4% | +4.2% | -12.6% | -10.1% |
| 6M | +10.1% | +11.1% | -1.0% | +4.7% |
| YTD | +54.1% | +6.6% | +47.5% | +48.0% |
| 1Y | +74.7% | +6.2% | +68.5% | +67.8% |
| 3Y | +72.0% | +95.0% | -23.0% | +36.9% |
| All | +72.0% | +93.4% | -21.4% | +36.9% |
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 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