+15.2%
UUUU vs BAM
-11.9%
+27.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.9% |
| 7D | +1.8% | -3.9% | +5.7% | +4.1% |
| 30D | +1.8% | -8.8% | +10.6% | +7.4% |
| 3M | +1.3% | +2.2% | -0.9% | -0.1% |
| 6M | -26.8% | +5.9% | -32.7% | -29.3% |
| YTD | +0.1% | -6.1% | +6.2% | +0.9% |
| All | +15.2% | -11.9% | +27.1% | +18.8% |
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