-9.6%
UPS vs BAM
+85.9%
-95.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.8% |
| 7D | 0.0% | +9.7% | -9.7% | -2.9% |
| 30D | +17.3% | +19.0% | -1.6% | +10.9% |
| 3M | +6.6% | +0.6% | +6.1% | +6.1% |
| 6M | +12.0% | +11.1% | +0.9% | +7.6% |
| YTD | +14.4% | +4.2% | +10.2% | +11.5% |
| 1Y | +23.3% | +3.3% | +20.0% | +20.4% |
| 3Y | -9.6% | +88.8% | -98.4% | -33.0% |
| All | -9.6% | +85.9% | -95.5% | -33.0% |
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