+17.6%
TEM vs BAM
+5.0%
+12.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.3% | +8.7% | +9.4% |
| 7D | +7.6% | +5.3% | +2.3% | +4.0% |
| 30D | +19.0% | +18.1% | +1.0% | +6.5% |
| 3M | +62.2% | +4.2% | +58.0% | +58.4% |
| 6M | +69.4% | +11.1% | +58.3% | +57.2% |
| YTD | +43.0% | +6.6% | +36.4% | +34.2% |
| All | +17.6% | +5.0% | +12.6% | +11.9% |
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 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