+97.3%
BRKR vs PSLV
+57.1%
+40.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.3% |
| 7D | +2.5% | -0.6% | +3.1% | +2.6% |
| 30D | +11.5% | +7.3% | +4.2% | +10.4% |
| 3M | -2.4% | -7.4% | +5.1% | -1.4% |
| 6M | +52.3% | -20.3% | +72.6% | +55.8% |
| YTD | +24.5% | -8.2% | +32.7% | +25.2% |
| 1Y | +97.3% | +57.9% | +39.4% | +97.4% |
| All | +97.3% | +57.1% | +40.2% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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