+42.1%
SM vs BAM
-9.7%
+51.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.4% |
| 7D | +0.1% | -2.0% | +2.1% | -0.3% |
| 30D | +26.3% | -2.9% | +29.2% | +25.5% |
| 3M | +8.7% | +9.4% | -0.7% | +11.0% |
| 6M | +51.7% | +10.8% | +40.9% | +54.7% |
| YTD | +99.0% | -0.4% | +99.5% | +106.4% |
| All | +42.1% | -9.7% | +51.8% | +52.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling