-4.0%
NVD vs BAM
+3.7%
-7.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -1.3% | +12.1% | +10.2% |
| 7D | +43.9% | +5.0% | +38.9% | +47.3% |
| 30D | +74.0% | +16.6% | +57.4% | +88.4% |
| 3M | +48.3% | +2.2% | +46.1% | +48.1% |
| 6M | +30.3% | +9.7% | +20.7% | +39.1% |
| YTD | -12.9% | +5.2% | -18.1% | -5.2% |
| 1Y | -4.0% | +3.9% | -7.9% | +4.0% |
| All | -4.0% | +3.7% | -7.6% | +4.0% |
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