-3.5%
HD vs BAM
+2.1%
-5.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.7% |
| 7D | -1.2% | -2.9% | +1.7% | -0.2% |
| 30D | +20.9% | +14.7% | +6.2% | +15.7% |
| 3M | -0.2% | -4.1% | +4.0% | +0.1% |
| 6M | +14.5% | +9.6% | +4.9% | +10.9% |
| YTD | +4.3% | +3.4% | +0.9% | +0.4% |
| 1Y | -3.5% | +1.0% | -4.5% | -7.2% |
| All | -3.5% | +2.1% | -5.6% | -7.2% |
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