+398.5%
HBM vs BAM
+67.8%
+330.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.7% | +0.9% |
| 7D | +5.5% | -3.9% | +9.4% | +8.0% |
| 30D | +3.3% | -8.8% | +12.1% | +8.9% |
| 3M | +12.7% | +2.2% | +10.5% | +10.4% |
| 6M | +28.2% | +5.9% | +22.3% | +23.2% |
| YTD | +45.3% | -6.1% | +51.4% | +48.3% |
| 1Y | +121.7% | -11.6% | +133.3% | +134.7% |
| 3Y | +523.5% | +51.7% | +471.8% | +327.9% |
| All | +398.5% | +67.8% | +330.6% | +215.3% |
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 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