+779.4%
SOXL vs BAM
+66.1%
+713.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.0% | -7.0% | -6.5% |
| 7D | +8.5% | -6.1% | +14.5% | +19.0% |
| 30D | -13.0% | -13.8% | +0.9% | +8.5% |
| 3M | -35.9% | +4.4% | -40.3% | -42.7% |
| 6M | +112.1% | +6.4% | +105.6% | +84.9% |
| YTD | +175.4% | -7.1% | +182.5% | +195.6% |
| 1Y | +304.9% | -11.8% | +316.7% | +389.6% |
| 3Y | +448.6% | +50.2% | +398.4% | +258.6% |
| All | +779.4% | +66.1% | +713.3% | +402.9% |
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