+304.8%
MXL vs BAM
-1.2%
+306.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.4% |
| 7D | +13.4% | -2.7% | +16.1% | +14.0% |
| 30D | -29.2% | +15.5% | -44.7% | -31.4% |
| 3M | -27.2% | -6.9% | -20.4% | -24.8% |
| 6M | -36.4% | +9.9% | -46.3% | -38.9% |
| YTD | +220.0% | +1.4% | +218.6% | +225.9% |
| 1Y | +304.8% | +3.3% | +301.5% | +302.8% |
| All | +304.8% | -1.2% | +306.0% | +302.8% |
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 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