+157.3%
WMT vs BAM
+88.1%
+69.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.1% |
| 7D | +0.6% | +5.0% | -4.4% | -0.1% |
| 30D | +12.8% | +16.6% | -3.8% | +10.7% |
| 3M | +11.7% | +2.2% | +9.5% | +11.2% |
| 6M | -3.5% | +9.7% | -13.2% | -4.8% |
| YTD | +13.4% | +5.2% | +8.2% | +12.3% |
| 1Y | +23.6% | +3.9% | +19.7% | +22.5% |
| 3Y | +133.9% | +91.5% | +42.3% | +115.4% |
| All | +157.3% | +88.1% | +69.2% | +136.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling