+117.2%
MPC vs BAM
+4.2%
+113.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +6.2% | -14.3% | -6.9% |
| 7D | -10.9% | +14.2% | -25.1% | -8.8% |
| 30D | -9.4% | +21.0% | -30.4% | -6.6% |
| 3M | +26.0% | +5.2% | +20.8% | +28.2% |
| 6M | +56.5% | +16.0% | +40.5% | +61.2% |
| YTD | +144.3% | +6.5% | +137.8% | +152.7% |
| 1Y | +117.2% | +4.4% | +112.9% | +126.2% |
| All | +117.2% | +4.2% | +113.0% | +126.2% |
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