+306.1%
B vs BRKR
+172.5%
+133.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -2.4% | -8.7% | +6.3% | -1.9% |
| 30D | +6.3% | -9.9% | +16.2% | +7.0% |
| 3M | +12.1% | -3.1% | +15.2% | +12.0% |
| 6M | -3.1% | +45.5% | -48.6% | -5.6% |
| YTD | +2.0% | +13.7% | -11.7% | +0.6% |
| 1Y | +51.7% | +67.4% | -15.8% | +46.4% |
| 3Y | +190.5% | -13.2% | +203.7% | +188.0% |
| 5Y | +158.0% | -39.5% | +197.5% | +159.0% |
| 10Y | +205.5% | +153.5% | +52.1% | +183.7% |
| All | +306.1% | +172.5% | +133.6% | +245.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling