+113.2%
WDC vs BAM
+4.2%
+108.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.2% | -13.0% | -7.5% |
| 7D | -18.3% | +14.2% | -32.5% | -20.1% |
| 30D | -26.7% | +21.0% | -47.6% | -29.3% |
| 3M | -40.9% | +5.2% | -46.1% | -41.3% |
| 6M | -26.8% | +16.0% | -42.7% | -30.1% |
| YTD | +88.2% | +6.5% | +81.7% | +89.1% |
| 1Y | +113.2% | +4.4% | +108.8% | +117.7% |
| All | +113.2% | +4.2% | +108.9% | +117.7% |
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