-32.6%
MP vs BAM
-1.2%
-31.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | +9.5% | -2.7% | +12.1% | +10.6% |
| 30D | -3.0% | +15.5% | -18.5% | -9.0% |
| 3M | -30.4% | -6.9% | -23.5% | -28.4% |
| 6M | -39.2% | +9.9% | -49.1% | -42.0% |
| YTD | -23.3% | +1.4% | -24.7% | -26.7% |
| 1Y | -32.6% | +3.3% | -35.9% | -36.4% |
| All | -32.6% | -1.2% | -31.5% | -36.4% |
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