+344.7%
MXL vs BAM
-12.6%
+357.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.4% | +9.9% | +8.5% |
| 7D | +19.0% | -3.9% | +22.9% | +20.8% |
| 30D | +4.5% | -8.8% | +13.3% | +8.3% |
| 3M | -1.5% | +2.2% | -3.7% | -4.8% |
| 6M | +348.6% | +5.9% | +342.7% | +315.4% |
| YTD | +310.3% | -6.1% | +316.4% | +320.9% |
| 1Y | +344.7% | -11.6% | +356.3% | +395.9% |
| All | +344.7% | -12.6% | +357.3% | +395.9% |
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 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