+345.8%
DELL vs BAM
-10.5%
+356.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.4% | +5.3% | +3.1% |
| 7D | +25.6% | -1.6% | +27.2% | +26.3% |
| 30D | +17.7% | -6.0% | +23.6% | +19.9% |
| 3M | +33.4% | +7.3% | +26.1% | +28.4% |
| 6M | +266.2% | +8.2% | +258.0% | +250.7% |
| YTD | +328.0% | -3.8% | +331.8% | +333.6% |
| All | +345.8% | -10.5% | +356.3% | +370.5% |
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