+992.9%
NVDA vs BAM
+86.2%
+906.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.8% | +2.3% |
| 7D | -8.8% | +9.7% | -18.5% | -13.5% |
| 30D | -21.4% | +19.0% | -40.4% | -28.9% |
| 3M | -14.7% | +0.6% | -15.2% | -15.6% |
| 6M | -10.0% | +11.1% | -21.1% | -16.2% |
| YTD | +0.3% | +4.2% | -3.9% | -4.0% |
| 1Y | -0.5% | +3.3% | -3.9% | -4.6% |
| 3Y | +309.2% | +88.8% | +220.4% | +191.3% |
| All | +992.9% | +86.2% | +906.7% | +659.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling