-59.5%
NVD vs BAM
-12.6%
-46.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.2% | +0.2% |
| 7D | +0.5% | -3.9% | +4.5% | -2.2% |
| 30D | -9.3% | -8.8% | -0.5% | -14.7% |
| 3M | -22.1% | +2.2% | -24.3% | -19.4% |
| 6M | -45.8% | +5.9% | -51.7% | -41.2% |
| YTD | -46.7% | -6.1% | -40.6% | -46.3% |
| 1Y | -59.5% | -11.6% | -47.8% | -61.9% |
| All | -59.5% | -12.6% | -46.9% | -61.9% |
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