+8.7%
ENB vs BAM
-12.8%
+21.5%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +0.7% |
| 7D | -0.5% | -1.6% | +1.1% | -0.5% |
| 30D | -0.2% | -6.0% | +5.8% | -0.4% |
| 3M | -7.5% | +7.3% | -14.9% | -7.5% |
| 6M | -4.1% | +8.2% | -12.3% | -4.1% |
| YTD | +9.8% | -3.8% | +13.7% | +9.4% |
| 1Y | +8.7% | -10.7% | +19.4% | +8.5% |
| All | +8.7% | -12.8% | +21.5% | +8.5% |
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 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