+108.2%
PSLV vs BAM
+85.6%
+22.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -6.3% | -2.7% | -3.6% | -5.5% |
| 30D | -12.7% | +15.5% | -28.2% | -16.4% |
| 3M | -24.7% | -6.9% | -17.9% | -23.3% |
| 6M | -44.6% | +9.9% | -54.5% | -46.3% |
| YTD | -33.3% | +1.4% | -34.7% | -34.4% |
| 1Y | -8.6% | +3.3% | -11.8% | -10.5% |
| 3Y | +108.2% | +83.6% | +24.5% | +57.4% |
| All | +108.2% | +85.6% | +22.6% | +57.4% |
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