+81.0%
GEN vs BAM
+85.9%
-4.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.6% | -3.1% |
| 7D | +2.3% | +9.7% | -7.5% | -1.9% |
| 30D | +33.1% | +19.0% | +14.1% | +23.4% |
| 3M | +6.5% | +0.6% | +5.9% | +5.9% |
| 6M | +53.8% | +11.1% | +42.7% | +46.1% |
| YTD | +11.2% | +4.2% | +7.0% | +8.2% |
| 1Y | +19.4% | +3.3% | +16.1% | +16.3% |
| 3Y | +81.0% | +88.8% | -7.7% | +51.3% |
| All | +81.0% | +85.9% | -4.9% | +51.3% |
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