-6.5%
CDW vs BAM
-8.8%
+2.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 7D | +3.2% | -2.0% | +5.1% | +3.8% |
| 30D | +9.3% | -2.9% | +12.2% | +10.3% |
| 3M | +9.8% | +9.4% | +0.4% | +7.0% |
| 6M | +23.3% | +10.8% | +12.6% | +18.6% |
| YTD | +13.7% | -0.4% | +14.1% | +13.0% |
| 1Y | -6.5% | -10.9% | +4.4% | -4.4% |
| All | -6.5% | -8.8% | +2.3% | -4.4% |
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