+65.6%
MP vs BAM
+78.0%
-12.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.0% |
| 7D | -2.9% | -2.0% | -0.9% | -1.6% |
| 30D | +13.8% | -2.9% | +16.7% | +15.7% |
| 3M | -16.7% | +9.4% | -26.1% | -21.9% |
| 6M | -11.5% | +10.8% | -22.2% | -18.0% |
| YTD | +7.9% | -0.4% | +8.4% | +6.1% |
| 1Y | -15.0% | -10.9% | -4.2% | -10.2% |
| 3Y | +153.5% | +61.3% | +92.3% | +60.0% |
| All | +65.6% | +78.0% | -12.4% | -4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling