+2,981.5%
MUU vs BAM
-8.8%
+2,990.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.6% | +11.0% | +11.1% |
| 7D | +17.4% | -2.0% | +19.3% | +19.5% |
| 30D | +24.0% | -2.9% | +26.9% | +26.1% |
| 3M | -23.9% | +9.4% | -33.3% | -31.3% |
| 6M | +284.4% | +10.8% | +273.7% | +241.5% |
| YTD | +583.7% | -0.4% | +584.2% | +596.2% |
| 1Y | +2,981.5% | -10.9% | +2,992.3% | +3,560.1% |
| All | +2,981.5% | -8.8% | +2,990.3% | +3,560.1% |
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