-2.8%
DPZ vs BAM
+90.0%
-92.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.2% | -0.8% | +4.0% |
| 7D | +10.1% | +14.2% | -4.1% | +6.8% |
| 30D | +14.6% | +21.0% | -6.4% | +9.7% |
| 3M | -6.8% | +5.2% | -11.9% | -8.0% |
| 6M | +4.4% | +16.0% | -11.6% | +0.8% |
| YTD | -16.8% | +6.5% | -23.3% | -18.6% |
| 1Y | -14.5% | +4.4% | -18.8% | -16.1% |
| All | -2.8% | +90.0% | -92.8% | -16.6% |
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 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