+9.5%
MGY vs BAM
+4.2%
+5.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.2% | -11.4% | -3.4% |
| 7D | -12.1% | +14.2% | -26.3% | -8.5% |
| 30D | -2.6% | +21.0% | -23.6% | +2.8% |
| 3M | -4.2% | +5.2% | -9.4% | -2.0% |
| 6M | -23.9% | +16.0% | -39.9% | -20.3% |
| YTD | +8.8% | +6.5% | +2.4% | +14.1% |
| 1Y | +9.5% | +4.4% | +5.1% | +15.3% |
| All | +9.5% | +4.2% | +5.2% | +15.3% |
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 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