+233.1%
INTC vs BAM
+78.0%
+155.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +3.9% | +4.2% |
| 7D | +7.1% | -2.0% | +9.0% | +8.0% |
| 30D | -5.2% | -2.9% | -2.3% | -4.2% |
| 3M | -14.3% | +9.4% | -23.7% | -18.2% |
| 6M | +110.2% | +10.8% | +99.4% | +98.7% |
| YTD | +159.6% | -0.4% | +160.1% | +155.5% |
| 1Y | +289.3% | -10.9% | +300.1% | +303.7% |
| 3Y | +166.1% | +61.3% | +104.8% | +112.2% |
| All | +233.1% | +78.0% | +155.1% | +153.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling