+1,726.2%
BE vs BRKR
-11.8%
+1,737.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.2% | +6.9% | +6.7% |
| 7D | +9.0% | -8.7% | +17.7% | +11.5% |
| 30D | +16.3% | -9.9% | +26.1% | +19.1% |
| 3M | +10.8% | -3.1% | +13.9% | +10.3% |
| 6M | +73.2% | +45.5% | +27.7% | +52.5% |
| YTD | +217.4% | +13.7% | +203.7% | +199.7% |
| 1Y | +309.8% | +67.4% | +242.4% | +251.9% |
| 3Y | +1,726.2% | -13.2% | +1,739.4% | +1,552.8% |
| All | +1,726.2% | -11.8% | +1,737.9% | +1,552.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling