+32.4%
BN vs BRKR
-39.7%
+72.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | -5.2% | -8.7% | +3.5% | -2.8% |
| 30D | -14.5% | -9.9% | -4.6% | -12.2% |
| 3M | -15.0% | -3.1% | -11.9% | -16.3% |
| 6M | -5.4% | +45.5% | -50.9% | -19.7% |
| YTD | -16.4% | +13.7% | -30.1% | -23.7% |
| 1Y | -16.2% | +67.4% | -83.7% | -33.7% |
| 3Y | +67.5% | -13.2% | +80.7% | +57.0% |
| All | +32.4% | -39.7% | +72.2% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling