+138.3%
ADI vs BRKR
-39.7%
+178.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +4.9% |
| 7D | +4.6% | -8.7% | +13.2% | +7.3% |
| 30D | -1.2% | -9.9% | +8.7% | +1.7% |
| 3M | -7.8% | -3.1% | -4.7% | -9.3% |
| 6M | +19.3% | +45.5% | -26.2% | +0.7% |
| YTD | +40.9% | +13.7% | +27.2% | +28.6% |
| 1Y | +54.5% | +67.4% | -12.9% | +20.9% |
| 3Y | +123.4% | -13.2% | +136.6% | +109.1% |
| All | +138.3% | -39.7% | +178.0% | +140.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling