+151.4%
ADBE vs BRKR
+155.3%
-3.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | -5.4% | -8.7% | +3.3% | -2.7% |
| 30D | -2.5% | -9.9% | +7.3% | +0.5% |
| 3M | +15.3% | -3.1% | +18.4% | +13.0% |
| 6M | -7.8% | +45.5% | -53.3% | -23.0% |
| YTD | -27.9% | +13.7% | -41.6% | -34.8% |
| 1Y | -28.0% | +67.4% | -95.5% | -44.5% |
| 3Y | -55.3% | -13.2% | -42.1% | -59.1% |
| 5Y | -61.7% | -39.5% | -22.2% | -59.5% |
| All | +151.4% | +155.3% | -3.9% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling