-7.8%
PODD vs BAM
+85.9%
-93.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.9% | -7.1% | -6.5% |
| 7D | -2.1% | +9.7% | -11.8% | -5.4% |
| 30D | +9.0% | +19.0% | -9.9% | +2.3% |
| 3M | +5.2% | +0.6% | +4.6% | +4.7% |
| 6M | -3.2% | +11.1% | -14.2% | -7.6% |
| YTD | -48.5% | +4.2% | -52.6% | -49.9% |
| 1Y | -54.7% | +3.3% | -58.0% | -55.9% |
| 3Y | -7.8% | +88.8% | -96.6% | -37.2% |
| All | -7.8% | +85.9% | -93.7% | -37.2% |
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