+189.8%
MU vs BAM
+2.7%
+187.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.8% |
| 7D | -22.0% | +9.7% | -31.7% | -24.1% |
| 30D | -36.6% | +19.0% | -55.6% | -40.3% |
| 3M | -21.7% | +0.6% | -22.3% | -21.3% |
| 6M | +3.5% | +11.1% | -7.5% | -0.4% |
| YTD | +141.9% | +4.2% | +137.8% | +144.2% |
| 1Y | +189.8% | +3.3% | +186.5% | +197.1% |
| All | +189.8% | +2.7% | +187.2% | +197.1% |
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 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