-7.6%
DPZ vs BAM
+86.2%
-93.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.4% |
| 7D | +6.6% | +9.7% | -3.2% | +4.4% |
| 30D | +10.3% | +19.0% | -8.7% | +6.2% |
| 3M | -6.2% | +0.6% | -6.7% | -6.5% |
| 6M | +4.2% | +11.1% | -6.8% | +1.7% |
| YTD | -18.4% | +4.2% | -22.6% | -19.7% |
| 1Y | -14.9% | +3.3% | -18.3% | -16.3% |
| 3Y | -4.6% | +88.8% | -93.4% | -18.8% |
| All | -7.6% | +86.2% | -93.8% | -21.1% |
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