+319.5%
SN vs BAM
+67.5%
+252.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.7% | -1.4% |
| 7D | -9.3% | -2.0% | -7.4% | -8.0% |
| 30D | -4.8% | -2.9% | -1.9% | -3.1% |
| 3M | +40.4% | +9.4% | +31.0% | +32.0% |
| 6M | +50.9% | +10.8% | +40.2% | +40.8% |
| YTD | +54.9% | -0.4% | +55.4% | +53.2% |
| 1Y | +43.0% | -10.9% | +53.9% | +51.2% |
| 3Y | +391.8% | +61.3% | +330.6% | +276.3% |
| All | +319.5% | +67.5% | +252.1% | +219.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling