+201.4%
B vs BRKR
+155.3%
+46.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -2.4% | -8.7% | +6.3% | -1.4% |
| 30D | +6.3% | -9.9% | +16.2% | +7.6% |
| 3M | +12.1% | -3.1% | +15.2% | +11.8% |
| 6M | -3.1% | +45.5% | -48.6% | -8.2% |
| YTD | +2.0% | +13.7% | -11.7% | -1.0% |
| 1Y | +51.7% | +67.4% | -15.8% | +41.3% |
| 3Y | +190.5% | -13.2% | +203.7% | +185.7% |
| 5Y | +158.0% | -39.5% | +197.5% | +157.8% |
| All | +201.4% | +155.3% | +46.1% | +175.3% |
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