-17.4%
PODD vs BAM
+66.6%
-83.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.3% |
| 7D | +1.6% | -2.0% | +3.6% | +2.3% |
| 30D | +10.7% | -2.9% | +13.6% | +11.7% |
| 3M | +0.7% | +9.4% | -8.7% | -3.0% |
| 6M | -39.3% | +10.8% | -50.0% | -42.0% |
| YTD | -48.1% | -0.4% | -47.7% | -48.7% |
| 1Y | -57.4% | -10.9% | -46.6% | -56.2% |
| All | -17.4% | +66.6% | -83.9% | -41.9% |
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