-24.7%
WING vs BAM
+85.6%
-110.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | -2.5% | -2.7% | +0.2% | -1.2% |
| 30D | +29.5% | +15.5% | +14.0% | +22.4% |
| 3M | +40.2% | -6.9% | +47.0% | +43.9% |
| 6M | +32.7% | +9.9% | +22.8% | +26.3% |
| YTD | -32.8% | +1.4% | -34.2% | -33.9% |
| 1Y | -31.7% | +3.3% | -35.0% | -33.4% |
| 3Y | -24.7% | +83.6% | -108.4% | -39.4% |
| All | -24.7% | +85.6% | -110.3% | -39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling