-61.4%
NVD vs BAM
-8.8%
-52.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -0.9% |
| 7D | -11.1% | -2.0% | -9.1% | -12.2% |
| 30D | -13.3% | -2.9% | -10.3% | -14.8% |
| 3M | -19.8% | +9.4% | -29.2% | -13.0% |
| 6M | -48.8% | +10.8% | -59.5% | -42.7% |
| YTD | -49.7% | -0.4% | -49.2% | -47.1% |
| 1Y | -61.4% | -10.9% | -50.5% | -62.6% |
| All | -61.4% | -8.8% | -52.5% | -62.6% |
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