-0.2%
MDLN vs BAM
+3.7%
-3.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.0% |
| 7D | +20.0% | +5.0% | +15.0% | +18.1% |
| 30D | +12.8% | +16.6% | -3.8% | +8.0% |
| 3M | +21.0% | +2.2% | +18.8% | +19.7% |
| 6M | +3.5% | +9.7% | -6.1% | +0.7% |
| YTD | -2.6% | +5.2% | -7.8% | -7.8% |
| All | -0.2% | +3.7% | -3.9% | -5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling