+136.4%
PH vs BAM
+91.9%
+44.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.5% |
| 7D | +2.1% | +5.0% | -2.8% | -0.2% |
| 30D | +0.3% | +16.6% | -16.3% | -6.8% |
| 3M | -8.8% | +2.2% | -11.0% | -10.2% |
| 6M | +10.0% | +9.7% | +0.4% | +4.4% |
| YTD | +10.5% | +5.2% | +5.2% | +6.0% |
| 1Y | +15.5% | +3.9% | +11.6% | +11.3% |
| 3Y | +136.4% | +91.5% | +44.8% | +76.6% |
| All | +136.4% | +91.9% | +44.4% | +76.6% |
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 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