-53.8%
PODD vs BAM
+71.9%
-125.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.4% | -0.1% | -2.5% |
| 7D | -4.1% | -1.6% | -2.5% | -3.6% |
| 30D | +0.8% | -6.0% | +6.8% | +2.7% |
| 3M | -6.1% | +7.3% | -13.4% | -8.6% |
| 6M | -40.0% | +8.2% | -48.2% | -41.8% |
| YTD | -49.9% | -3.8% | -46.1% | -49.8% |
| 1Y | -59.3% | -10.7% | -48.6% | -58.3% |
| 3Y | -17.2% | +55.3% | -72.6% | -30.6% |
| All | -53.8% | +71.9% | -125.7% | -61.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling