-37.3%
MP vs BAM
-1.5%
-35.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.2% | +4.1% | +2.8% |
| 7D | +11.0% | -2.0% | +13.0% | +11.9% |
| 30D | -11.7% | +13.7% | -25.4% | -16.7% |
| 3M | -30.8% | -4.8% | -26.0% | -29.5% |
| 6M | -42.9% | +7.6% | -50.5% | -45.0% |
| YTD | -25.9% | +1.2% | -27.0% | -28.6% |
| 1Y | -37.3% | -2.3% | -35.0% | -37.7% |
| All | -37.3% | -1.5% | -35.7% | -37.7% |
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