+56.7%
BDX vs BRKR
+155.3%
-98.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | -3.2% | -8.7% | +5.5% | -1.3% |
| 30D | -2.5% | -9.9% | +7.3% | -0.5% |
| 3M | +21.4% | -3.1% | +24.5% | +20.4% |
| 6M | +10.4% | +45.5% | -35.1% | -1.3% |
| YTD | +18.8% | +13.7% | +5.2% | +11.8% |
| 1Y | +21.7% | +67.4% | -45.7% | +3.9% |
| 3Y | -10.0% | -13.2% | +3.3% | -14.3% |
| 5Y | -1.8% | -39.5% | +37.7% | +0.5% |
| All | +56.7% | +155.3% | -98.7% | -2.2% |
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 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