+2,569.2%
MUU vs BAM
-12.6%
+2,581.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +7.9% | +7.5% |
| 7D | +15.0% | -3.9% | +19.0% | +19.0% |
| 30D | +36.8% | -8.8% | +45.6% | +46.9% |
| 3M | -8.5% | +2.2% | -10.7% | -12.8% |
| 6M | +320.7% | +5.9% | +314.8% | +282.9% |
| YTD | +599.7% | -6.1% | +605.8% | +647.0% |
| 1Y | +2,569.2% | -11.6% | +2,580.8% | +3,155.2% |
| All | +2,569.2% | -12.6% | +2,581.8% | +3,155.2% |
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