+186.4%
EBAY vs BAM
+90.5%
+95.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -1.4% |
| 7D | 0.0% | +5.3% | -5.2% | -1.2% |
| 30D | +7.8% | +18.1% | -10.3% | +3.4% |
| 3M | +8.4% | +4.2% | +4.1% | +7.0% |
| 6M | +13.0% | +11.1% | +1.9% | +9.3% |
| YTD | +40.2% | +6.6% | +33.6% | +36.7% |
| 1Y | +46.2% | +6.2% | +40.0% | +42.6% |
| 3Y | +218.4% | +95.0% | +123.4% | +146.8% |
| All | +186.4% | +90.5% | +95.8% | +122.4% |
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