-53.6%
BSX vs BAM
+4.2%
-57.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.2% | -0.9% | +4.2% |
| 7D | +8.0% | +14.2% | -6.2% | +5.8% |
| 30D | +8.1% | +21.0% | -12.9% | +5.2% |
| 3M | -6.7% | +5.2% | -11.9% | -8.0% |
| 6M | -19.4% | +16.0% | -35.4% | -20.6% |
| YTD | -51.9% | +6.5% | -58.4% | -52.8% |
| 1Y | -53.6% | +4.4% | -58.0% | -54.5% |
| All | -53.6% | +4.2% | -57.9% | -54.5% |
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