+289.8%
MRVL vs BAM
+61.4%
+228.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.6% | +6.4% | +6.6% |
| 7D | +3.2% | -2.0% | +5.2% | +4.7% |
| 30D | +5.9% | -2.9% | +8.9% | +7.8% |
| 3M | -29.3% | +9.4% | -38.7% | -35.0% |
| 6M | +186.5% | +10.8% | +175.7% | +157.2% |
| YTD | +163.4% | -0.4% | +163.9% | +156.7% |
| 1Y | +249.5% | -10.9% | +260.4% | +273.1% |
| All | +289.8% | +61.4% | +228.4% | +153.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling