+35.1%
ELV vs BAM
-8.8%
+43.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.8% |
| 7D | +3.3% | -2.0% | +5.3% | +3.4% |
| 30D | +4.2% | -2.9% | +7.1% | +4.2% |
| 3M | -0.1% | +9.4% | -9.5% | -0.8% |
| 6M | +41.3% | +10.8% | +30.5% | +39.2% |
| YTD | +17.4% | -0.4% | +17.9% | +17.6% |
| 1Y | +35.1% | -10.9% | +45.9% | +38.6% |
| All | +35.1% | -8.8% | +43.9% | +38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling