+421.3%
THC vs BAM
+85.6%
+335.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +1.0% | -2.7% | +3.6% | +1.8% |
| 30D | +5.3% | +15.5% | -10.2% | +0.9% |
| 3M | +7.1% | -6.9% | +14.0% | +9.2% |
| 6M | +46.0% | +9.9% | +36.2% | +41.1% |
| YTD | +43.9% | +1.4% | +42.5% | +41.8% |
| 1Y | +45.4% | +3.3% | +42.2% | +42.0% |
| 3Y | +421.3% | +83.6% | +337.6% | +290.8% |
| All | +421.3% | +85.6% | +335.7% | +290.8% |
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