-51.3%
NVO vs BAM
+50.2%
-101.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.0% | -0.4% |
| 7D | -4.7% | -3.9% | -0.8% | -3.2% |
| 30D | -5.4% | -8.8% | +3.4% | -2.1% |
| 3M | +7.0% | +2.2% | +4.8% | +5.4% |
| 6M | +17.6% | +5.9% | +11.7% | +13.9% |
| YTD | -8.0% | -6.1% | -1.9% | -6.2% |
| 1Y | -13.8% | -11.6% | -2.2% | -10.6% |
| All | -51.3% | +50.2% | -101.5% | -56.0% |
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