+9.9%
SNXX vs BAM
+3.8%
+6.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | +0.2% | -11.8% | -11.6% |
| 7D | +8.5% | -2.7% | +11.2% | +8.4% |
| 30D | -66.5% | +15.5% | -82.0% | -66.2% |
| 3M | -74.6% | -6.9% | -67.7% | -74.0% |
| 6M | -82.8% | +9.9% | -92.7% | -82.3% |
| All | +9.9% | +3.8% | +6.1% | -5.0% |
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