+3,508.4%
BHP vs BRKR
+172.5%
+3,335.9%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -3.6% | -8.7% | +5.1% | -2.1% |
| 30D | -1.2% | -9.9% | +8.7% | +0.5% |
| 3M | +1.2% | -3.1% | +4.3% | +0.6% |
| 6M | +21.4% | +45.5% | -24.1% | +11.9% |
| YTD | +50.4% | +13.7% | +36.7% | +44.0% |
| 1Y | +67.5% | +67.4% | +0.1% | +49.1% |
| 3Y | +72.8% | -13.2% | +86.0% | +67.8% |
| 5Y | +112.6% | -39.5% | +152.1% | +116.6% |
| 10Y | +481.7% | +153.5% | +328.2% | +363.5% |
| All | +3,508.4% | +172.5% | +3,335.9% | +2,183.6% |
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