+806.2%
NVDX vs BAM
+66.5%
+739.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -3.2% |
| 7D | -8.6% | -6.1% | -2.6% | -1.5% |
| 30D | -1.4% | -13.8% | +12.4% | +17.2% |
| 3M | +10.6% | +4.4% | +6.3% | +2.5% |
| 6M | +20.2% | +6.4% | +13.7% | +7.9% |
| YTD | +11.8% | -7.1% | +18.9% | +17.2% |
| 1Y | +12.9% | -11.8% | +24.7% | +26.6% |
| All | +806.2% | +66.5% | +739.7% | +409.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling