+65.1%
DE vs BAM
+78.0%
-12.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.3% |
| 7D | +10.0% | -2.0% | +12.0% | +10.5% |
| 30D | +13.3% | -2.9% | +16.2% | +14.0% |
| 3M | +17.5% | +9.4% | +8.1% | +14.3% |
| 6M | +13.6% | +10.8% | +2.8% | +9.7% |
| YTD | +49.8% | -0.4% | +50.2% | +48.3% |
| 1Y | +47.9% | -10.9% | +58.7% | +51.1% |
| 3Y | +72.5% | +61.3% | +11.3% | +42.9% |
| All | +65.1% | +78.0% | -12.9% | +32.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling