+267.6%
WWD vs BAM
+78.0%
+189.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.9% |
| 7D | +1.3% | -2.0% | +3.3% | +1.9% |
| 30D | -7.2% | -2.9% | -4.2% | -6.5% |
| 3M | -3.8% | +9.4% | -13.2% | -7.0% |
| 6M | -9.9% | +10.8% | -20.7% | -13.3% |
| YTD | +14.8% | -0.4% | +15.3% | +13.6% |
| 1Y | +42.1% | -10.9% | +52.9% | +45.5% |
| 3Y | +170.8% | +61.3% | +109.5% | +135.1% |
| All | +267.6% | +78.0% | +189.7% | +207.7% |
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 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