-14.2%
MTCH vs BAM
+71.9%
-86.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -0.3% |
| 7D | -1.8% | -1.6% | -0.2% | -1.2% |
| 30D | +10.4% | -6.0% | +16.4% | +13.0% |
| 3M | +21.0% | +7.3% | +13.7% | +16.7% |
| 6M | +36.6% | +8.2% | +28.4% | +31.0% |
| YTD | +29.7% | -3.8% | +33.5% | +30.4% |
| 1Y | +8.6% | -10.7% | +19.3% | +12.2% |
| 3Y | -2.7% | +55.3% | -58.0% | -21.0% |
| All | -14.2% | +71.9% | -86.1% | -34.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling