-84.6%
SPXU vs BAM
+84.8%
-169.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.2% | -5.5% |
| 7D | +1.5% | -2.9% | +4.4% | -0.7% |
| 30D | +6.4% | +14.7% | -8.3% | +21.3% |
| 3M | +4.2% | -4.1% | +8.4% | +1.3% |
| 6M | -7.8% | +9.6% | -17.4% | +3.2% |
| YTD | -27.5% | +3.4% | -30.9% | -21.0% |
| 1Y | -27.1% | +1.0% | -28.2% | -21.7% |
| 3Y | -80.8% | +88.2% | -169.0% | -58.0% |
| All | -84.6% | +84.8% | -169.5% | -64.6% |
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