-32.5%
WING vs BAM
+78.0%
-110.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 7D | -3.9% | -2.0% | -1.9% | -3.2% |
| 30D | -11.6% | -2.9% | -8.7% | -10.9% |
| 3M | -24.2% | +9.4% | -33.6% | -27.2% |
| 6M | -54.1% | +10.8% | -64.8% | -56.2% |
| YTD | -53.9% | -0.4% | -53.5% | -54.3% |
| 1Y | -64.4% | -10.9% | -53.5% | -63.3% |
| 3Y | -30.2% | +61.3% | -91.5% | -42.2% |
| All | -32.5% | +78.0% | -110.5% | -46.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling