+359.1%
MUU vs BAM
-1.5%
+360.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.0% |
| 7D | +43.7% | -2.0% | +45.7% | +45.3% |
| 30D | -37.2% | +13.7% | -50.9% | -42.7% |
| 3M | -36.1% | -4.8% | -31.3% | -33.0% |
| 6M | -35.7% | +7.6% | -43.3% | -39.9% |
| YTD | +264.0% | +1.2% | +262.8% | +276.7% |
| 1Y | +359.1% | -2.3% | +361.4% | +410.6% |
| All | +359.1% | -1.5% | +360.6% | +410.6% |
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