+319.1%
DELL vs BAM
-8.8%
+327.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.3% |
| 7D | +14.9% | -2.0% | +16.9% | +15.8% |
| 30D | +13.3% | -2.9% | +16.2% | +14.2% |
| 3M | +24.4% | +9.4% | +15.0% | +19.1% |
| 6M | +258.0% | +10.8% | +247.3% | +240.1% |
| YTD | +320.2% | -0.4% | +320.6% | +320.3% |
| 1Y | +319.1% | -10.9% | +329.9% | +335.1% |
| All | +319.1% | -8.8% | +327.9% | +335.1% |
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