-45.8%
MP vs BAM
+15.2%
-61.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.2% | -11.3% | -6.5% |
| 7D | -12.5% | +14.2% | -26.8% | -15.9% |
| 30D | -23.3% | +21.0% | -44.3% | -27.9% |
| 3M | -24.4% | +5.2% | -29.5% | -25.9% |
| 6M | -45.8% | +16.0% | -61.7% | -47.7% |
| All | -45.8% | +15.2% | -61.0% | -47.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling