+58.8%
DOV vs BAM
+85.9%
-27.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.3% |
| 7D | -1.9% | +9.7% | -11.6% | -5.6% |
| 30D | +8.3% | +19.0% | -10.7% | +0.6% |
| 3M | -3.1% | +0.6% | -3.6% | -3.7% |
| 6M | -9.8% | +11.1% | -20.9% | -14.5% |
| YTD | +5.2% | +4.2% | +1.0% | +1.9% |
| 1Y | +15.3% | +3.3% | +12.0% | +11.9% |
| 3Y | +58.8% | +88.8% | -30.0% | +12.3% |
| All | +58.8% | +85.9% | -27.1% | +12.3% |
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