-8.8%
PODD vs BAM
+85.2%
-94.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.3% |
| 7D | -4.4% | -2.0% | -2.4% | -3.7% |
| 30D | +8.1% | +13.7% | -5.6% | +3.2% |
| 3M | +2.9% | -4.8% | +7.7% | +4.6% |
| 6M | -5.7% | +7.6% | -13.3% | -8.9% |
| YTD | -47.5% | +1.2% | -48.6% | -48.4% |
| 1Y | -55.7% | -2.3% | -53.4% | -55.9% |
| All | -8.8% | +85.2% | -94.0% | -37.6% |
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