+524.8%
THC vs BAM
+86.2%
+438.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.4% |
| 7D | +3.7% | +9.7% | -6.0% | +0.8% |
| 30D | +9.0% | +19.0% | -9.9% | +3.4% |
| 3M | +10.4% | +0.6% | +9.8% | +9.9% |
| 6M | +45.7% | +11.1% | +34.6% | +40.1% |
| YTD | +42.6% | +4.2% | +38.4% | +39.1% |
| 1Y | +38.8% | +3.3% | +35.4% | +35.5% |
| 3Y | +418.8% | +88.8% | +330.1% | +294.6% |
| All | +524.8% | +86.2% | +438.5% | +375.5% |
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