+1,257.3%
BDX vs BRKR
+172.5%
+1,084.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.8% |
| 7D | -3.2% | -8.7% | +5.5% | -2.2% |
| 30D | -2.5% | -9.9% | +7.3% | -1.5% |
| 3M | +21.4% | -3.1% | +24.5% | +21.1% |
| 6M | +10.4% | +45.5% | -35.1% | +4.9% |
| YTD | +18.8% | +13.7% | +5.2% | +15.7% |
| 1Y | +21.7% | +67.4% | -45.7% | +13.4% |
| 3Y | -10.0% | -13.2% | +3.3% | -11.5% |
| 5Y | -1.8% | -39.5% | +37.7% | -1.0% |
| 10Y | +58.8% | +153.5% | -94.7% | +38.3% |
| All | +1,257.3% | +172.5% | +1,084.8% | +852.5% |
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