+167.3%
UBER vs BAM
+78.0%
+89.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -3.9% | -2.0% | -1.9% | -3.2% |
| 30D | +11.1% | -2.9% | +14.0% | +12.2% |
| 3M | +4.9% | +9.4% | -4.5% | +1.0% |
| 6M | -1.2% | +10.8% | -11.9% | -5.6% |
| YTD | -7.3% | -0.4% | -6.8% | -8.2% |
| 1Y | -17.6% | -10.9% | -6.8% | -15.0% |
| 3Y | +61.1% | +61.3% | -0.2% | +21.9% |
| All | +167.3% | +78.0% | +89.4% | +91.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling