+45.8%
MPC vs BAM
+12.2%
+33.6%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.0% | -0.9% | -5.0% |
| 7D | -12.8% | +7.9% | -20.7% | -10.1% |
| 30D | -12.7% | +16.0% | -28.8% | -8.2% |
| 3M | +27.1% | +0.6% | +26.4% | +29.2% |
| 6M | +45.8% | +10.5% | +35.3% | +54.0% |
| All | +45.8% | +12.2% | +33.6% | +54.0% |
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 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