-13.2%
BRKR vs SUI
+9.4%
-22.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.1% |
| 7D | -8.7% | -4.2% | -4.5% | -7.6% |
| 30D | -9.9% | -3.3% | -6.6% | -9.2% |
| 3M | -3.1% | -8.2% | +5.1% | -1.1% |
| 6M | +45.5% | -14.5% | +60.0% | +51.7% |
| YTD | +13.7% | -5.9% | +19.6% | +14.7% |
| 1Y | +67.4% | -9.7% | +77.2% | +71.3% |
| 3Y | -13.2% | +7.7% | -20.9% | -16.8% |
| All | -13.2% | +9.4% | -22.6% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling