+2,538.2%
MUU vs BAM
+11.1%
+2,527.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.4% | +0.4% | +1.4% |
| 7D | +13.9% | -1.6% | +15.5% | +16.3% |
| 30D | +24.8% | -6.0% | +30.8% | +33.4% |
| 3M | -15.7% | +7.3% | -23.1% | -26.7% |
| 6M | +338.9% | +8.2% | +330.7% | +272.7% |
| YTD | +563.2% | -3.8% | +567.0% | +559.6% |
| 1Y | +2,577.5% | -10.7% | +2,588.2% | +2,936.7% |
| All | +2,538.2% | +11.1% | +2,527.2% | +1,788.9% |
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