-1.9%
BDX vs BRKR
-39.7%
+37.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.8% |
| 7D | -3.2% | -8.7% | +5.5% | -1.8% |
| 30D | -2.5% | -9.9% | +7.3% | -1.1% |
| 3M | +21.4% | -3.1% | +24.5% | +20.7% |
| 6M | +10.4% | +45.5% | -35.1% | +1.6% |
| YTD | +18.8% | +13.7% | +5.2% | +13.6% |
| 1Y | +21.7% | +67.4% | -45.7% | +8.5% |
| 3Y | -10.0% | -13.2% | +3.3% | -14.1% |
| All | -1.9% | -39.7% | +37.8% | -7.0% |
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