+43.2%
XME vs BAM
-12.8%
+56.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +2.5% |
| 7D | +3.6% | -1.6% | +5.2% | +4.2% |
| 30D | +3.6% | -6.0% | +9.6% | +6.0% |
| 3M | +1.2% | +7.3% | -6.1% | -2.4% |
| 6M | +9.0% | +8.2% | +0.8% | +4.6% |
| YTD | +15.9% | -3.8% | +19.8% | +16.3% |
| 1Y | +43.2% | -10.7% | +53.9% | +48.1% |
| All | +43.2% | -12.8% | +56.0% | +48.1% |
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