+40.4%
BMY vs BRKR
+47.8%
-7.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.0% | +7.3% | -1.4% |
| 7D | +2.8% | -6.4% | +9.2% | +2.9% |
| 30D | +5.9% | -4.0% | +10.0% | +5.9% |
| 3M | -0.8% | +10.7% | -11.5% | -1.1% |
| 6M | +12.1% | +53.0% | -40.9% | +8.0% |
| YTD | +21.0% | +23.6% | -2.6% | +18.2% |
| 1Y | +40.4% | +45.0% | -4.6% | +30.7% |
| All | +40.4% | +47.8% | -7.4% | +30.7% |
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