-48.5%
PODD vs BAM
+4.2%
-52.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +6.2% | +0.4% | +4.5% |
| 7D | +10.8% | +14.2% | -3.4% | +6.4% |
| 30D | +21.7% | +21.0% | +0.7% | +15.0% |
| 3M | -1.1% | +5.2% | -6.3% | -3.2% |
| 6M | -3.7% | +16.0% | -19.7% | -8.9% |
| YTD | -41.9% | +6.5% | -48.4% | -44.6% |
| 1Y | -48.5% | +4.4% | -52.9% | -50.6% |
| All | -48.5% | +4.2% | -52.7% | -50.6% |
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 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