-13.2%
BRKR vs MDY
+48.5%
-61.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.2% |
| 7D | -8.7% | -1.9% | -6.8% | -6.5% |
| 30D | -9.9% | -4.6% | -5.2% | -4.4% |
| 3M | -3.1% | -1.2% | -1.9% | -1.9% |
| 6M | +45.5% | +9.2% | +36.3% | +31.3% |
| YTD | +13.7% | +13.1% | +0.6% | -1.4% |
| 1Y | +67.4% | +13.0% | +54.4% | +45.6% |
| 3Y | -13.2% | +49.2% | -62.4% | -42.9% |
| All | -13.2% | +48.5% | -61.7% | -42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling