+19.5%
URA vs BAM
-8.8%
+28.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.4% |
| 7D | +1.1% | -2.0% | +3.0% | +2.3% |
| 30D | +7.4% | -2.9% | +10.3% | +9.1% |
| 3M | -8.4% | +9.4% | -17.8% | -13.4% |
| 6M | -12.7% | +10.8% | -23.5% | -18.4% |
| YTD | +7.8% | -0.4% | +8.2% | +6.5% |
| 1Y | +19.5% | -10.9% | +30.3% | +25.6% |
| All | +19.5% | -8.8% | +28.3% | +25.6% |
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 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