-30.6%
SPXU vs BAM
+4.2%
-34.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +6.2% | -11.1% | -0.8% |
| 7D | +2.2% | +14.2% | -12.1% | +11.8% |
| 30D | +3.8% | +21.0% | -17.2% | +18.4% |
| 3M | +3.3% | +5.2% | -1.9% | +7.1% |
| 6M | -16.7% | +16.0% | -32.7% | -5.4% |
| YTD | -28.6% | +6.5% | -35.1% | -20.7% |
| 1Y | -30.6% | +4.4% | -34.9% | -23.4% |
| All | -30.6% | +4.2% | -34.8% | -23.4% |
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