+274.5%
WELL vs BAM
+86.2%
+188.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | +4.4% | +9.7% | -5.3% | +2.8% |
| 30D | +10.8% | +19.0% | -8.2% | +7.7% |
| 3M | +4.2% | +0.6% | +3.7% | +3.8% |
| 6M | +14.0% | +11.1% | +2.9% | +11.4% |
| YTD | +33.4% | +4.2% | +29.2% | +31.5% |
| 1Y | +32.4% | +3.3% | +29.1% | +30.5% |
| 3Y | +194.7% | +88.8% | +106.0% | +141.3% |
| All | +274.5% | +86.2% | +188.3% | +203.7% |
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 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