+10.7%
DIA vs BAM
+2.7%
+8.1%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.6% |
| 7D | -0.9% | +9.7% | -10.7% | -3.3% |
| 30D | +0.3% | +19.0% | -18.7% | -4.2% |
| 3M | -4.5% | +0.6% | -5.1% | -4.8% |
| 6M | +3.4% | +11.1% | -7.7% | 0.0% |
| YTD | +7.8% | +4.2% | +3.6% | +5.3% |
| 1Y | +10.7% | +3.3% | +7.4% | +8.0% |
| All | +10.7% | +2.7% | +8.1% | +8.0% |
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 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