+27.0%
TMO vs BAM
-12.8%
+39.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.2% |
| 7D | -2.5% | -6.1% | +3.6% | -1.1% |
| 30D | -0.3% | -13.8% | +13.5% | +3.0% |
| 3M | +25.3% | +4.4% | +20.9% | +23.4% |
| 6M | +20.9% | +6.4% | +14.4% | +18.7% |
| YTD | +4.3% | -7.1% | +11.4% | +4.4% |
| 1Y | +27.0% | -11.8% | +38.8% | +29.3% |
| All | +27.0% | -12.8% | +39.8% | +29.3% |
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