-36.8%
BRKR vs SUI
-32.2%
-4.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.1% |
| 7D | -8.7% | -4.2% | -4.5% | -7.2% |
| 30D | -9.9% | -3.3% | -6.6% | -8.8% |
| 3M | -3.1% | -8.2% | +5.1% | -0.3% |
| 6M | +45.5% | -14.5% | +60.0% | +53.8% |
| YTD | +13.7% | -5.9% | +19.6% | +15.2% |
| 1Y | +67.4% | -9.7% | +77.2% | +72.6% |
| 3Y | -13.2% | +7.7% | -20.9% | -19.2% |
| All | -36.8% | -32.2% | -4.6% | -24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling