-5.5%
WY vs BAM
-1.5%
-4.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.3% |
| 7D | -5.4% | -2.0% | -3.4% | -4.9% |
| 30D | +7.9% | +13.7% | -5.8% | +4.5% |
| 3M | -16.6% | -4.8% | -11.9% | -16.3% |
| 6M | -11.2% | +7.6% | -18.8% | -13.1% |
| YTD | -11.3% | +1.2% | -12.5% | -12.1% |
| 1Y | -5.5% | -2.3% | -3.3% | -5.7% |
| All | -5.5% | -1.5% | -4.0% | -5.7% |
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