+201.0%
BP vs BRKR
+172.5%
+28.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | +5.2% | -8.7% | +13.9% | +6.2% |
| 30D | +8.7% | -9.9% | +18.6% | +9.8% |
| 3M | +9.3% | -3.1% | +12.4% | +8.9% |
| 6M | +13.6% | +45.5% | -31.9% | +7.3% |
| YTD | +37.7% | +13.7% | +24.0% | +33.4% |
| 1Y | +40.6% | +67.4% | -26.8% | +29.9% |
| 3Y | +40.3% | -13.2% | +53.6% | +36.7% |
| 5Y | +141.4% | -39.5% | +180.9% | +142.1% |
| 10Y | +136.1% | +153.5% | -17.4% | +100.4% |
| All | +201.0% | +172.5% | +28.5% | +124.9% |
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