+47.5%
BHP vs BRKR
+47.8%
-0.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -9.0% | +7.0% | -0.6% |
| 7D | -4.0% | -6.4% | +2.4% | -3.2% |
| 30D | -9.7% | -4.0% | -5.6% | -9.3% |
| 3M | -10.2% | +10.7% | -20.9% | -11.8% |
| 6M | +1.3% | +53.0% | -51.7% | -10.4% |
| YTD | +35.6% | +23.6% | +12.0% | +18.1% |
| 1Y | +47.5% | +45.0% | +2.5% | +27.2% |
| All | +47.5% | +47.8% | -0.3% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling