+275.7%
WELL vs BAM
+80.8%
+194.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.6% |
| 7D | +0.1% | -2.0% | +2.1% | +0.5% |
| 30D | +6.8% | +13.7% | -6.9% | +4.6% |
| 3M | +6.7% | -4.8% | +11.5% | +7.4% |
| 6M | +13.8% | +7.6% | +6.2% | +11.8% |
| YTD | +33.8% | +1.2% | +32.7% | +32.5% |
| 1Y | +29.6% | -2.3% | +31.9% | +29.2% |
| 3Y | +203.1% | +84.1% | +119.0% | +149.0% |
| All | +275.7% | +80.8% | +194.9% | +206.2% |
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