-25.0%
WING vs BAM
+5.0%
-30.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.3% | +6.1% | +7.3% |
| 7D | +8.6% | +5.3% | +3.3% | +6.1% |
| 30D | +44.8% | +18.1% | +26.7% | +35.1% |
| 3M | +51.9% | +4.2% | +47.7% | +46.9% |
| 6M | +37.2% | +11.1% | +26.1% | +29.0% |
| YTD | -25.3% | +6.6% | -31.9% | -27.4% |
| All | -25.0% | +5.0% | -30.0% | -26.6% |
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