+150.2%
QQQ vs BAM
+71.9%
+78.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +1.2% |
| 7D | +1.5% | -1.6% | +3.1% | +2.1% |
| 30D | -0.6% | -6.0% | +5.3% | +1.5% |
| 3M | +0.4% | +7.3% | -6.9% | -2.7% |
| 6M | +20.1% | +8.2% | +11.8% | +15.6% |
| YTD | +17.2% | -3.8% | +21.1% | +17.6% |
| 1Y | +24.7% | -10.7% | +35.4% | +28.4% |
| 3Y | +96.2% | +55.3% | +40.8% | +64.7% |
| All | +150.2% | +71.9% | +78.3% | +102.2% |
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 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