+113.9%
NVTS vs BAM
-12.8%
+126.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.1% | +4.5% |
| 7D | +9.7% | -1.6% | +11.3% | +11.0% |
| 30D | -13.6% | -6.0% | -7.6% | -9.9% |
| 3M | -51.0% | +7.3% | -58.3% | -54.6% |
| 6M | +46.3% | +8.2% | +38.1% | +31.4% |
| YTD | +68.1% | -3.8% | +71.9% | +73.4% |
| 1Y | +113.9% | -10.7% | +124.6% | +128.4% |
| All | +113.9% | -12.8% | +126.7% | +128.4% |
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