+41.1%
WSM vs BAM
+4.2%
+36.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +6.2% | +0.3% | +3.4% |
| 7D | +8.0% | +14.2% | -6.2% | +1.3% |
| 30D | +13.5% | +21.0% | -7.5% | +3.7% |
| 3M | +8.8% | +5.2% | +3.7% | +5.5% |
| 6M | +54.7% | +16.0% | +38.7% | +42.7% |
| YTD | +53.3% | +6.5% | +46.8% | +46.6% |
| 1Y | +41.1% | +4.4% | +36.7% | +35.7% |
| All | +41.1% | +4.2% | +36.9% | +35.7% |
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