+148.0%
SN vs BAM
-1.2%
+149.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.7% |
| 7D | +1.5% | -2.7% | +4.2% | +3.2% |
| 30D | +21.5% | +15.5% | +6.0% | +11.7% |
| 3M | +20.0% | -6.9% | +26.9% | +25.1% |
| 6M | +119.9% | +9.9% | +110.0% | +106.4% |
| YTD | +102.3% | +1.4% | +100.9% | +93.1% |
| 1Y | +148.0% | +3.3% | +144.7% | +132.2% |
| All | +148.0% | -1.2% | +149.2% | +132.2% |
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 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