-5.1%
SUNB vs BAM
+9.7%
-14.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +2.9% |
| 7D | +3.4% | -1.6% | +4.9% | +4.1% |
| 30D | -14.5% | -6.0% | -8.5% | -11.9% |
| 3M | -13.8% | +7.3% | -21.2% | -17.1% |
| 6M | -5.9% | +8.2% | -14.1% | -12.0% |
| All | -5.1% | +9.7% | -14.8% | -10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling