+52.2%
EW vs BAM
+85.9%
-33.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.1% |
| 7D | +11.0% | +9.7% | +1.3% | +9.0% |
| 30D | +19.1% | +19.0% | +0.1% | +15.2% |
| 3M | +14.4% | +0.6% | +13.8% | +14.0% |
| 6M | +22.8% | +11.1% | +11.7% | +20.0% |
| YTD | +19.8% | +4.2% | +15.6% | +18.1% |
| 1Y | +23.9% | +3.3% | +20.6% | +22.1% |
| 3Y | +52.2% | +88.8% | -36.5% | +27.8% |
| All | +52.2% | +85.9% | -33.7% | +27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling