+1,256.8%
WDC vs BAM
+61.4%
+1,195.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.6% | +5.2% | +5.6% |
| 7D | +1.7% | -2.0% | +3.7% | +2.7% |
| 30D | -10.0% | -2.9% | -7.0% | -9.1% |
| 3M | -18.8% | +9.4% | -28.1% | -23.4% |
| 6M | +79.0% | +10.8% | +68.3% | +66.6% |
| YTD | +171.6% | -0.4% | +172.0% | +166.9% |
| 1Y | +417.4% | -10.9% | +428.2% | +440.2% |
| All | +1,256.8% | +61.4% | +1,195.4% | +903.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling