+62.0%
DE vs BAM
+71.9%
-9.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -1.0% |
| 7D | +0.7% | -1.6% | +2.3% | +1.1% |
| 30D | +9.6% | -6.0% | +15.6% | +11.2% |
| 3M | +19.0% | +7.3% | +11.6% | +16.3% |
| 6M | +16.1% | +8.2% | +7.8% | +12.8% |
| YTD | +47.0% | -3.8% | +50.9% | +46.9% |
| 1Y | +43.1% | -10.7% | +53.9% | +45.9% |
| 3Y | +77.5% | +55.3% | +22.2% | +48.5% |
| All | +62.0% | +71.9% | -9.9% | +31.4% |
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 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