-13.2%
BRKR vs IBN
+27.4%
-40.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.8% |
| 7D | -8.7% | -3.0% | -5.7% | -7.8% |
| 30D | -9.9% | -1.5% | -8.3% | -9.4% |
| 3M | -3.1% | +7.9% | -11.0% | -5.1% |
| 6M | +45.5% | +8.6% | +36.9% | +41.9% |
| YTD | +13.7% | -0.6% | +14.2% | +12.6% |
| 1Y | +67.4% | -7.3% | +74.8% | +67.8% |
| 3Y | -13.2% | +26.2% | -39.4% | -19.6% |
| All | -13.2% | +27.4% | -40.7% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling