+1,277.2%
BRKR vs EFV
+255.9%
+1,021.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.2% |
| 7D | -8.7% | -0.8% | -7.9% | -8.0% |
| 30D | -9.9% | +0.6% | -10.5% | -10.3% |
| 3M | -3.1% | +7.5% | -10.6% | -9.1% |
| 6M | +45.5% | +13.0% | +32.5% | +31.0% |
| YTD | +13.7% | +18.3% | -4.6% | -1.9% |
| 1Y | +67.4% | +26.7% | +40.7% | +36.2% |
| 3Y | -13.2% | +89.6% | -102.8% | -50.3% |
| 5Y | -39.5% | +98.2% | -137.7% | -66.9% |
| 10Y | +153.5% | +167.4% | -13.9% | +7.0% |
| All | +1,277.2% | +255.9% | +1,021.2% | +304.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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