+149.5%
BRKR vs MDY
+177.2%
-27.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.0% |
| 7D | -8.7% | -1.9% | -6.8% | -6.9% |
| 30D | -9.9% | -4.6% | -5.2% | -5.5% |
| 3M | -3.1% | -1.2% | -1.9% | -2.0% |
| 6M | +45.5% | +9.2% | +36.3% | +34.3% |
| YTD | +13.7% | +13.1% | +0.6% | +1.7% |
| 1Y | +67.4% | +13.0% | +54.4% | +50.1% |
| 3Y | -13.2% | +49.2% | -62.4% | -39.2% |
| 5Y | -39.5% | +47.2% | -86.7% | -57.2% |
| All | +149.5% | +177.2% | -27.7% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling