+67.4%
BRKR vs SUI
-8.0%
+75.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.2% |
| 7D | -8.7% | -4.2% | -4.5% | -8.5% |
| 30D | -9.9% | -3.3% | -6.6% | -9.9% |
| 3M | -3.1% | -8.2% | +5.1% | -2.7% |
| 6M | +45.5% | -14.5% | +60.0% | +48.0% |
| YTD | +13.7% | -5.9% | +19.6% | +13.3% |
| 1Y | +67.4% | -9.7% | +77.2% | +78.8% |
| All | +67.4% | -8.0% | +75.4% | +78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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