-28.1%
URA vs BAM
+2.7%
-30.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +3.9% |
| 7D | -4.1% | +9.7% | -13.8% | -8.7% |
| 30D | -19.0% | +19.0% | -38.0% | -26.5% |
| 3M | -25.1% | +0.6% | -25.7% | -25.4% |
| 6M | -44.5% | +11.1% | -55.6% | -47.9% |
| YTD | -24.3% | +4.2% | -28.5% | -27.5% |
| 1Y | -28.1% | +3.3% | -31.5% | -31.1% |
| All | -28.1% | +2.7% | -30.8% | -31.1% |
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