+147.6%
EBAY vs BAM
+71.9%
+75.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.6% | +2.0% |
| 7D | -0.4% | -1.6% | +1.2% | 0.0% |
| 30D | -6.3% | -6.0% | -0.3% | -5.0% |
| 3M | -3.3% | +7.3% | -10.6% | -5.5% |
| 6M | +13.5% | +8.2% | +5.3% | +10.3% |
| YTD | +21.2% | -3.8% | +25.0% | +21.4% |
| 1Y | +13.9% | -10.7% | +24.6% | +16.1% |
| 3Y | +153.1% | +55.3% | +97.8% | +109.3% |
| All | +147.6% | +71.9% | +75.7% | +97.5% |
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