+46.9%
WPM vs BAM
-12.8%
+59.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +1.6% |
| 7D | +7.0% | -1.6% | +8.6% | +7.7% |
| 30D | +15.7% | -6.0% | +21.7% | +18.6% |
| 3M | +35.2% | +7.3% | +27.9% | +30.7% |
| 6M | +6.1% | +8.2% | -2.1% | +2.6% |
| YTD | +32.6% | -3.8% | +36.4% | +30.4% |
| 1Y | +46.9% | -10.7% | +57.6% | +41.9% |
| All | +46.9% | -12.8% | +59.7% | +41.9% |
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