+204.2%
URI vs BAM
+84.5%
+119.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.0% | -4.1% | -5.4% |
| 7D | -12.9% | +7.9% | -20.9% | -16.9% |
| 30D | -3.4% | +16.0% | -19.4% | -11.4% |
| 3M | -10.0% | +0.6% | -10.7% | -11.0% |
| 6M | +12.2% | +10.5% | +1.7% | +4.2% |
| YTD | +29.8% | +3.2% | +26.5% | +24.7% |
| 1Y | +24.6% | +1.0% | +23.6% | +21.1% |
| 3Y | +137.6% | +84.2% | +53.4% | +55.2% |
| All | +204.2% | +84.5% | +119.7% | +96.3% |
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