+67.9%
XHB vs BAM
+81.2%
-13.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -0.2% | -2.7% | +2.5% | +1.1% |
| 30D | +9.9% | +15.5% | -5.6% | +3.2% |
| 3M | -6.3% | -6.9% | +0.6% | -3.4% |
| 6M | +3.8% | +9.9% | -6.0% | -0.8% |
| YTD | +0.1% | +1.4% | -1.3% | -1.5% |
| 1Y | -0.8% | +3.3% | -4.1% | -3.4% |
| 3Y | +35.6% | +83.6% | -48.0% | -1.0% |
| All | +67.9% | +81.2% | -13.4% | +21.9% |
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 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