+2.9%
ENB vs BAM
+3.9%
-1.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.0% | +0.7% |
| 7D | -2.4% | +5.0% | -7.4% | -2.2% |
| 30D | +2.5% | +16.6% | -14.1% | +3.1% |
| 3M | -5.8% | +2.2% | -8.0% | -5.7% |
| 6M | -8.5% | +9.7% | -18.2% | -8.3% |
| YTD | +3.9% | +5.2% | -1.4% | +3.6% |
| All | +2.9% | +3.9% | -1.0% | +2.6% |
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