+18.1%
MCHP vs BAM
-8.8%
+27.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.2% |
| 7D | +1.7% | -2.0% | +3.7% | +2.6% |
| 30D | -4.1% | -2.9% | -1.2% | -3.3% |
| 3M | -22.5% | +9.4% | -31.9% | -26.7% |
| 6M | +7.3% | +10.8% | -3.5% | -0.1% |
| YTD | +18.4% | -0.4% | +18.8% | +16.5% |
| 1Y | +18.1% | -10.9% | +29.0% | +23.1% |
| All | +18.1% | -8.8% | +27.0% | +23.1% |
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