+373.9%
NVDX vs BAM
+81.6%
+292.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.3% | -4.3% |
| 7D | -24.7% | -2.7% | -22.1% | -22.5% |
| 30D | -48.2% | +15.5% | -63.7% | -57.0% |
| 3M | -51.9% | -6.9% | -45.0% | -48.6% |
| 6M | -55.6% | +9.9% | -65.5% | -61.8% |
| YTD | -41.5% | +1.4% | -42.9% | -45.7% |
| 1Y | -44.0% | +3.3% | -47.3% | -49.6% |
| 3Y | +262.2% | +83.6% | +178.6% | +82.7% |
| All | +373.9% | +81.6% | +292.3% | +136.1% |
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