+11.7%
MCHP vs BAM
+3.7%
+8.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.4% |
| 7D | -22.6% | +5.0% | -27.5% | -23.8% |
| 30D | -20.1% | +16.6% | -36.7% | -24.8% |
| 3M | -25.4% | +2.2% | -27.6% | -26.2% |
| 6M | -38.4% | +9.7% | -48.1% | -41.3% |
| YTD | -3.7% | +5.2% | -9.0% | -7.3% |
| 1Y | +11.7% | +3.9% | +7.8% | +8.4% |
| All | +11.7% | +3.7% | +8.1% | +8.4% |
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