+123.4%
ADI vs BRKR
-11.8%
+135.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +4.9% |
| 7D | +4.6% | -8.7% | +13.2% | +6.8% |
| 30D | -1.2% | -9.9% | +8.7% | +1.1% |
| 3M | -7.8% | -3.1% | -4.7% | -9.2% |
| 6M | +19.3% | +45.5% | -26.2% | +3.6% |
| YTD | +40.9% | +13.7% | +27.2% | +30.7% |
| 1Y | +54.5% | +67.4% | -12.9% | +26.1% |
| 3Y | +123.4% | -13.2% | +136.6% | +109.5% |
| All | +123.4% | -11.8% | +135.2% | +109.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling