+481.0%
BEN vs BRKR
+172.5%
+308.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -3.1% | -8.7% | +5.6% | -1.4% |
| 30D | +0.2% | -9.9% | +10.0% | +2.1% |
| 3M | +6.8% | -3.1% | +9.9% | +6.0% |
| 6M | +38.1% | +45.5% | -7.4% | +24.9% |
| YTD | +44.3% | +13.7% | +30.7% | +36.7% |
| 1Y | +42.6% | +67.4% | -24.9% | +23.9% |
| 3Y | +52.3% | -13.2% | +65.5% | +46.8% |
| 5Y | +37.6% | -39.5% | +77.1% | +41.4% |
| 10Y | +55.4% | +153.5% | -98.1% | +20.0% |
| All | +481.0% | +172.5% | +308.6% | +235.2% |
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