+1,000.7%
MUU vs BAM
+20.3%
+980.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.9% | +8.3% | +8.1% |
| 7D | -42.8% | +9.7% | -52.5% | -49.3% |
| 30D | -63.6% | +19.0% | -82.6% | -71.2% |
| 3M | -48.5% | +0.6% | -49.1% | -50.2% |
| 6M | -36.9% | +11.1% | -48.0% | -48.2% |
| YTD | +176.7% | +4.2% | +172.5% | +145.1% |
| 1Y | +266.3% | +3.3% | +262.9% | +233.1% |
| All | +1,000.7% | +20.3% | +980.3% | +601.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling