+93.4%
SMH vs BAM
-12.6%
+106.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +1.1% |
| 7D | +4.3% | -3.9% | +8.3% | +6.0% |
| 30D | +0.9% | -8.8% | +9.7% | +4.4% |
| 3M | -2.8% | +2.2% | -5.0% | -4.6% |
| 6M | +45.6% | +5.9% | +39.7% | +39.5% |
| YTD | +59.5% | -6.1% | +65.6% | +61.9% |
| 1Y | +93.4% | -11.6% | +105.1% | +106.4% |
| All | +93.4% | -12.6% | +106.0% | +106.4% |
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 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