+55.5%
EWT vs BAM
-1.5%
+57.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.2% | -0.7% | -2.1% |
| 7D | +13.2% | -2.0% | +15.2% | +14.1% |
| 30D | -14.3% | +13.7% | -28.0% | -18.2% |
| 3M | -8.4% | -4.8% | -3.7% | -6.2% |
| 6M | +3.7% | +7.6% | -3.9% | +0.5% |
| YTD | +53.1% | +1.2% | +51.9% | +49.4% |
| 1Y | +55.5% | -2.3% | +57.8% | +54.4% |
| All | +55.5% | -1.5% | +57.1% | +54.4% |
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