+70.8%
NVT vs BAM
-11.5%
+82.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +4.1% | -6.6% | +10.7% | +6.6% |
| 30D | -5.1% | -12.4% | +7.3% | -0.6% |
| 3M | -1.2% | +2.4% | -3.5% | -3.0% |
| 6M | +46.6% | +7.9% | +38.6% | +39.6% |
| YTD | +60.0% | -7.0% | +67.0% | +62.2% |
| 1Y | +70.8% | -13.4% | +84.2% | +77.8% |
| All | +70.8% | -11.5% | +82.3% | +77.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling