+295.2%
NVDX vs BAM
+91.9%
+203.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -1.3% | -9.7% | -9.5% |
| 7D | -34.6% | +5.0% | -39.6% | -38.2% |
| 30D | -47.9% | +16.6% | -64.5% | -57.1% |
| 3M | -44.4% | +2.2% | -46.6% | -47.0% |
| 6M | -47.3% | +9.7% | -57.0% | -54.3% |
| YTD | -36.9% | +5.2% | -42.1% | -43.6% |
| 1Y | -46.8% | +3.9% | -50.7% | -52.0% |
| 3Y | +295.2% | +91.5% | +203.7% | +120.8% |
| All | +295.2% | +91.9% | +203.3% | +120.8% |
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