+2,788.3%
NVDL vs BAM
+73.5%
+2,714.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.0% |
| 7D | +11.7% | -2.0% | +13.6% | +14.1% |
| 30D | +7.8% | -2.9% | +10.8% | +10.3% |
| 3M | +3.3% | +9.4% | -6.1% | -7.5% |
| 6M | +38.9% | +10.8% | +28.1% | +21.9% |
| YTD | +28.5% | -0.4% | +28.9% | +25.1% |
| 1Y | +40.6% | -10.9% | +51.5% | +55.5% |
| 3Y | +648.7% | +61.3% | +587.4% | +409.8% |
| All | +2,788.3% | +73.5% | +2,714.7% | +1,695.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling