-6.3%
DPZ vs BAM
+78.0%
-84.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.8% |
| 7D | -2.5% | -2.0% | -0.6% | -2.2% |
| 30D | -7.0% | -2.9% | -4.0% | -6.4% |
| 3M | +11.6% | +9.4% | +2.2% | +9.6% |
| 6M | -15.2% | +10.8% | -25.9% | -17.1% |
| YTD | -17.2% | -0.4% | -16.8% | -17.6% |
| 1Y | -24.8% | -10.9% | -14.0% | -23.7% |
| 3Y | -8.7% | +61.3% | -69.9% | -19.8% |
| All | -6.3% | +78.0% | -84.3% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling