-50.5%
PODD vs BAM
+81.2%
-131.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +4.1% | -2.7% | +6.8% | +5.0% |
| 30D | +13.9% | +15.5% | -1.7% | +8.8% |
| 3M | +4.1% | -6.9% | +11.0% | +6.3% |
| 6M | +2.4% | +9.9% | -7.4% | -1.2% |
| YTD | -46.4% | +1.4% | -47.7% | -47.2% |
| 1Y | -54.2% | +3.3% | -57.4% | -55.2% |
| 3Y | -6.9% | +83.6% | -90.5% | -24.2% |
| All | -50.5% | +81.2% | -131.7% | -59.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling