-29.7%
WING vs BAM
+2.1%
-31.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | +0.1% | -0.9% |
| 7D | -0.5% | -2.9% | +2.3% | +0.9% |
| 30D | +32.3% | +14.7% | +17.6% | +25.2% |
| 3M | +50.2% | -4.1% | +54.3% | +49.8% |
| 6M | +31.7% | +9.6% | +22.1% | +24.4% |
| YTD | -29.6% | +3.4% | -33.0% | -30.6% |
| 1Y | -29.7% | +1.0% | -30.7% | -29.7% |
| All | -29.7% | +2.1% | -31.8% | -29.7% |
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