-32.4%
WING vs BAM
+71.9%
-104.3%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +1.4% |
| 7D | -0.1% | -1.6% | +1.5% | +0.4% |
| 30D | -6.0% | -6.0% | 0.0% | -4.2% |
| 3M | -23.5% | +7.3% | -30.8% | -26.1% |
| 6M | -52.0% | +8.2% | -60.2% | -53.9% |
| YTD | -53.8% | -3.8% | -50.0% | -53.6% |
| 1Y | -63.8% | -10.7% | -53.1% | -62.7% |
| 3Y | -30.8% | +55.3% | -86.1% | -41.9% |
| All | -32.4% | +71.9% | -104.3% | -45.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling