+8,676.4%
BN vs BRKR
+172.5%
+8,503.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | -5.2% | -8.7% | +3.5% | -3.9% |
| 30D | -14.5% | -9.9% | -4.6% | -13.2% |
| 3M | -15.0% | -3.1% | -11.9% | -15.5% |
| 6M | -5.4% | +45.5% | -50.9% | -12.1% |
| YTD | -16.4% | +13.7% | -30.1% | -19.7% |
| 1Y | -16.2% | +67.4% | -83.7% | -24.4% |
| 3Y | +67.5% | -13.2% | +80.7% | +64.0% |
| 5Y | +34.1% | -39.5% | +73.6% | +37.4% |
| 10Y | +261.8% | +153.5% | +108.4% | +207.6% |
| All | +8,676.4% | +172.5% | +8,503.9% | +6,044.9% |
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