+115.6%
UUUU vs BAM
+67.8%
+47.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.8% |
| 7D | +1.8% | -3.9% | +5.7% | +4.0% |
| 30D | +1.8% | -8.8% | +10.6% | +7.2% |
| 3M | +1.3% | +2.2% | -0.9% | -0.2% |
| 6M | -26.8% | +5.9% | -32.7% | -29.0% |
| YTD | +0.1% | -6.1% | +6.2% | +2.1% |
| 1Y | +11.2% | -11.6% | +22.9% | +17.5% |
| 3Y | +97.7% | +51.7% | +46.0% | +59.7% |
| All | +115.6% | +67.8% | +47.7% | +66.0% |
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