+241.2%
BMY vs BRKR
+172.5%
+68.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -4.8% | -8.7% | +3.9% | -3.9% |
| 30D | -0.1% | -9.9% | +9.8% | +0.8% |
| 3M | +13.1% | -3.1% | +16.2% | +12.7% |
| 6M | +8.4% | +45.5% | -37.1% | +3.2% |
| YTD | +22.0% | +13.7% | +8.3% | +18.7% |
| 1Y | +40.3% | +67.4% | -27.1% | +31.0% |
| 3Y | +20.5% | -13.2% | +33.7% | +18.3% |
| 5Y | +23.7% | -39.5% | +63.2% | +24.4% |
| 10Y | +62.6% | +153.5% | -90.8% | +41.2% |
| All | +241.2% | +172.5% | +68.7% | +150.9% |
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