-27.1%
SPXU vs BAM
+2.1%
-29.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.2% | -5.1% |
| 7D | +1.5% | -2.9% | +4.4% | -0.1% |
| 30D | +6.4% | +14.7% | -8.3% | +17.1% |
| 3M | +4.2% | -4.1% | +8.4% | +1.5% |
| 6M | -7.8% | +9.6% | -17.4% | +0.6% |
| YTD | -27.5% | +3.4% | -30.9% | -20.7% |
| 1Y | -27.1% | +1.0% | -28.2% | -21.1% |
| All | -27.1% | +2.1% | -29.3% | -21.1% |
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