+866.8%
NVDX vs BAM
+72.2%
+794.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.4% | -0.5% | +0.2% |
| 7D | +7.3% | -1.6% | +8.9% | +9.4% |
| 30D | -0.9% | -6.0% | +5.1% | +5.6% |
| 3M | +8.4% | +7.3% | +1.0% | -2.7% |
| 6M | +38.2% | +8.2% | +29.9% | +21.6% |
| YTD | +19.3% | -3.8% | +23.1% | +20.0% |
| 1Y | +33.3% | -10.7% | +44.0% | +47.7% |
| All | +866.8% | +72.2% | +794.6% | +421.5% |
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 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