-0.9%
MTCH vs BAM
+50.2%
-51.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.0% | +1.7% |
| 7D | -2.4% | -3.9% | +1.5% | -0.7% |
| 30D | +12.8% | -8.8% | +21.6% | +17.0% |
| 3M | +20.0% | +2.2% | +17.8% | +17.9% |
| 6M | +34.7% | +5.9% | +28.8% | +29.9% |
| YTD | +30.6% | -6.1% | +36.7% | +32.6% |
| 1Y | +10.9% | -11.6% | +22.6% | +15.2% |
| All | -0.9% | +50.2% | -51.1% | -16.9% |
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