+235.9%
NVDA vs BAM
+85.6%
+150.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | -12.7% | -2.7% | -10.1% | -11.5% |
| 30D | -26.4% | +15.5% | -41.9% | -32.7% |
| 3M | -27.6% | -6.9% | -20.8% | -25.0% |
| 6M | -27.7% | +9.9% | -37.6% | -32.7% |
| YTD | -12.5% | +1.4% | -13.9% | -15.3% |
| 1Y | -12.6% | +3.3% | -15.9% | -16.7% |
| 3Y | +235.9% | +83.6% | +152.3% | +144.8% |
| All | +235.9% | +85.6% | +150.3% | +144.8% |
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