+321.7%
NVT vs BAM
+71.9%
+249.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.4% | +7.6% | +6.0% |
| 7D | +10.4% | -1.6% | +12.0% | +11.2% |
| 30D | -1.3% | -6.0% | +4.7% | +1.5% |
| 3M | -0.6% | +7.3% | -8.0% | -5.2% |
| 6M | +53.8% | +8.2% | +45.6% | +45.2% |
| YTD | +60.2% | -3.8% | +64.0% | +60.5% |
| 1Y | +76.8% | -10.7% | +87.5% | +84.3% |
| 3Y | +191.2% | +55.3% | +135.9% | +128.3% |
| All | +321.7% | +71.9% | +249.8% | +214.1% |
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