+441.7%
HWM vs BAM
+86.2%
+355.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.1% |
| 7D | +3.3% | +9.7% | -6.4% | -0.8% |
| 30D | -7.6% | +19.0% | -26.6% | -14.3% |
| 3M | -28.9% | +0.6% | -29.5% | -29.4% |
| 6M | -19.7% | +11.1% | -30.7% | -23.8% |
| YTD | +0.5% | +4.2% | -3.6% | -2.8% |
| 1Y | +0.3% | +3.3% | -3.1% | -2.9% |
| 3Y | +325.8% | +88.8% | +237.1% | +228.9% |
| All | +441.7% | +86.2% | +355.5% | +315.7% |
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