+418.2%
SMH vs BAM
+71.9%
+346.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +2.9% |
| 7D | +5.2% | -1.6% | +6.8% | +6.0% |
| 30D | -1.5% | -6.0% | +4.5% | +1.3% |
| 3M | -4.1% | +7.3% | -11.4% | -8.4% |
| 6M | +50.8% | +8.2% | +42.5% | +42.8% |
| YTD | +59.3% | -3.8% | +63.2% | +60.0% |
| 1Y | +94.1% | -10.7% | +104.8% | +102.7% |
| 3Y | +286.7% | +55.3% | +231.4% | +206.0% |
| All | +418.2% | +71.9% | +346.3% | +289.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling