+484.5%
THC vs BAM
+78.0%
+406.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | -0.7% | -2.0% | +1.3% | -0.1% |
| 30D | +1.3% | -2.9% | +4.2% | +2.0% |
| 3M | +64.2% | +9.4% | +54.9% | +59.2% |
| 6M | +8.3% | +10.8% | -2.5% | +4.2% |
| YTD | +33.4% | -0.4% | +33.8% | +32.1% |
| 1Y | +37.7% | -10.9% | +48.5% | +41.3% |
| 3Y | +236.8% | +61.3% | +175.5% | +169.7% |
| All | +484.5% | +78.0% | +406.5% | +351.5% |
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 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