+56.6%
BRKR vs BTG
+42.0%
+14.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.5% | +3.1% | +4.9% |
| 7D | +7.4% | +17.4% | -10.0% | +2.4% |
| 30D | +2.7% | +8.0% | -5.3% | +0.2% |
| 3M | +19.7% | +32.5% | -12.8% | +9.5% |
| 6M | +45.2% | +21.6% | +23.6% | +34.8% |
| YTD | +30.6% | +21.2% | +9.3% | +19.6% |
| 1Y | +56.6% | +43.9% | +12.7% | +40.2% |
| All | +56.6% | +42.0% | +14.6% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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