-46.3%
NVDX vs BAM
+7.7%
-54.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.7% | +7.8% | +6.7% |
| 7D | -26.1% | -2.9% | -23.2% | -25.0% |
| 30D | -43.3% | +14.7% | -58.0% | -46.9% |
| 3M | -41.0% | -4.1% | -36.9% | -37.4% |
| 6M | -46.3% | +9.6% | -55.9% | -48.8% |
| All | -46.3% | +7.7% | -54.1% | -48.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling