+39.9%
EQT vs BAM
+66.1%
-26.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.9% |
| 7D | -1.2% | -6.1% | +4.9% | +0.6% |
| 30D | +1.1% | -13.8% | +14.9% | +5.4% |
| 3M | +4.8% | +4.4% | +0.4% | +2.8% |
| 6M | -10.6% | +6.4% | -17.0% | -13.4% |
| YTD | +3.4% | -7.1% | +10.5% | +4.3% |
| 1Y | +8.7% | -11.8% | +20.5% | +11.2% |
| 3Y | +35.0% | +50.2% | -15.2% | +10.5% |
| All | +39.9% | +66.1% | -26.3% | +6.5% |
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 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