-45.3%
EOSE vs BAM
-11.5%
-33.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.1% |
| 7D | +1.8% | -6.6% | +8.4% | +9.4% |
| 30D | -6.8% | -12.4% | +5.6% | +8.2% |
| 3M | -36.3% | +2.4% | -38.6% | -38.6% |
| 6M | -38.8% | +7.9% | -46.7% | -43.4% |
| YTD | -65.5% | -7.0% | -58.5% | -62.6% |
| 1Y | -45.3% | -13.4% | -31.9% | -31.4% |
| All | -45.3% | -11.5% | -33.8% | -31.4% |
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 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