+42.1%
SHW vs BAM
+85.2%
-43.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.4% |
| 7D | +0.7% | -2.0% | +2.7% | +1.5% |
| 30D | +8.4% | +13.7% | -5.2% | +3.5% |
| 3M | -2.2% | -4.8% | +2.5% | -0.5% |
| 6M | +13.3% | +7.6% | +5.7% | +10.1% |
| YTD | +9.2% | +1.2% | +8.1% | +7.8% |
| 1Y | +2.9% | -2.3% | +5.2% | +2.7% |
| All | +42.1% | +85.2% | -43.0% | +11.7% |
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 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