+377.0%
DELL vs BAM
+85.9%
+291.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.7% | +3.2% |
| 7D | -22.6% | +9.7% | -32.3% | -26.8% |
| 30D | -43.2% | +19.0% | -62.2% | -48.9% |
| 3M | -24.8% | +0.6% | -25.4% | -25.8% |
| 6M | +38.0% | +11.1% | +26.9% | +27.4% |
| YTD | +163.7% | +4.2% | +159.6% | +152.0% |
| 1Y | +122.5% | +3.3% | +119.2% | +113.9% |
| 3Y | +377.0% | +88.8% | +288.2% | +269.0% |
| All | +377.0% | +85.9% | +291.1% | +269.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling