+906.1%
NVDX vs BAM
+78.3%
+827.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +0.7% |
| 7D | +11.6% | -2.0% | +13.6% | +14.3% |
| 30D | +7.5% | -2.9% | +10.5% | +10.2% |
| 3M | +2.1% | +9.4% | -7.3% | -10.2% |
| 6M | +35.5% | +10.8% | +24.8% | +16.3% |
| YTD | +24.1% | -0.4% | +24.6% | +19.8% |
| 1Y | +33.0% | -10.9% | +43.8% | +49.0% |
| All | +906.1% | +78.3% | +827.8% | +420.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling