+159.9%
DELL vs BAM
-1.2%
+161.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.2% | -7.4% | -7.2% |
| 7D | +4.9% | -2.7% | +7.6% | +5.4% |
| 30D | -32.1% | +15.5% | -47.6% | -34.9% |
| 3M | -30.2% | -6.9% | -23.4% | -27.9% |
| 6M | +41.7% | +9.9% | +31.8% | +36.8% |
| YTD | +176.6% | +1.4% | +175.2% | +178.8% |
| 1Y | +159.9% | +3.3% | +156.7% | +156.6% |
| All | +159.9% | -1.2% | +161.1% | +156.6% |
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