+67.4%
BRKR vs BUD
+34.7%
+32.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -1.0% | -0.3% |
| 7D | -8.7% | -2.6% | -6.0% | -8.6% |
| 30D | -9.9% | -1.2% | -8.6% | -9.8% |
| 3M | -3.1% | -4.9% | +1.8% | -3.0% |
| 6M | +45.5% | +9.3% | +36.2% | +39.6% |
| YTD | +13.7% | +24.0% | -10.3% | +7.2% |
| 1Y | +67.4% | +34.5% | +32.9% | +60.4% |
| All | +67.4% | +34.7% | +32.7% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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