-84.9%
SPXU vs BAM
+71.9%
-156.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.1% | -1.5% |
| 7D | -1.5% | -1.6% | +0.1% | -2.8% |
| 30D | +3.7% | -6.0% | +9.7% | -1.7% |
| 3M | -9.6% | +7.3% | -16.9% | -1.8% |
| 6M | -32.4% | +8.2% | -40.6% | -24.3% |
| YTD | -28.7% | -3.8% | -24.8% | -27.8% |
| 1Y | -38.2% | -10.7% | -27.5% | -40.7% |
| 3Y | -80.4% | +55.3% | -135.8% | -63.0% |
| All | -84.9% | +71.9% | -156.7% | -67.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling