+513.2%
TQQQ vs BAM
+66.1%
+447.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -2.2% |
| 7D | -3.9% | -6.1% | +2.1% | +2.8% |
| 30D | -5.3% | -13.8% | +8.6% | +11.3% |
| 3M | +0.1% | +4.4% | -4.2% | -5.8% |
| 6M | +40.7% | +6.4% | +34.2% | +29.4% |
| YTD | +31.8% | -7.1% | +38.9% | +39.7% |
| 1Y | +48.2% | -11.8% | +60.0% | +67.5% |
| 3Y | +253.6% | +50.2% | +203.5% | +146.7% |
| All | +513.2% | +66.1% | +447.0% | +287.6% |
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