+1,103.7%
MU vs BAM
+84.5%
+1,019.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -3.0% | -14.4% | -15.9% |
| 7D | -29.7% | +7.9% | -37.7% | -32.7% |
| 30D | -37.2% | +16.0% | -53.2% | -42.4% |
| 3M | -26.5% | +0.6% | -27.1% | -27.4% |
| 6M | +2.6% | +10.5% | -7.9% | -4.7% |
| YTD | +130.1% | +3.2% | +126.9% | +121.2% |
| 1Y | +176.7% | +1.0% | +175.7% | +169.8% |
| 3Y | +813.1% | +84.2% | +728.9% | +594.1% |
| All | +1,103.7% | +84.5% | +1,019.2% | +793.4% |
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