-57.8%
UUUU vs BAM
+4.2%
-62.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.2% | -7.0% | -3.7% |
| 7D | -14.4% | +14.2% | -28.7% | -20.2% |
| 30D | -33.6% | +21.0% | -54.6% | -40.1% |
| 3M | -44.2% | +5.2% | -49.4% | -45.7% |
| 6M | -66.8% | +16.0% | -82.8% | -69.2% |
| YTD | -50.6% | +6.5% | -57.1% | -54.5% |
| 1Y | -57.8% | +4.4% | -62.2% | -60.8% |
| All | -57.8% | +4.2% | -62.0% | -60.8% |
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 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