+440.0%
BBY vs BRKR
+172.5%
+267.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.1% |
| 7D | +0.6% | -8.7% | +9.3% | +2.2% |
| 30D | +9.4% | -9.9% | +19.3% | +11.2% |
| 3M | +19.3% | -3.1% | +22.4% | +18.5% |
| 6M | +47.9% | +45.5% | +2.4% | +36.2% |
| YTD | +39.6% | +13.7% | +25.9% | +33.6% |
| 1Y | +22.2% | +67.4% | -45.2% | +8.8% |
| 3Y | +45.0% | -13.2% | +58.2% | +41.5% |
| 5Y | +2.6% | -39.5% | +42.0% | +5.4% |
| 10Y | +250.5% | +153.5% | +97.0% | +185.2% |
| All | +440.0% | +172.5% | +267.5% | +271.2% |
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