-84.5%
SPXU vs BAM
+80.8%
-165.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.2% | -0.9% |
| 7D | -9.4% | -2.0% | -7.4% | -10.9% |
| 30D | +7.4% | +13.7% | -6.2% | +21.6% |
| 3M | +6.2% | -4.8% | +10.9% | +2.6% |
| 6M | -7.2% | +7.6% | -14.8% | +2.2% |
| YTD | -26.8% | +1.2% | -27.9% | -21.7% |
| 1Y | -26.3% | -2.3% | -24.0% | -23.1% |
| 3Y | -80.6% | +84.1% | -164.7% | -58.3% |
| All | -84.5% | +80.8% | -165.3% | -64.9% |
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