+142.4%
BRKR vs SUI
+1,546.4%
-1,403.9%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.2% |
| 7D | -9.8% | -4.1% | -5.7% | -8.1% |
| 30D | -6.1% | -3.2% | -2.9% | -4.8% |
| 3M | -2.4% | -8.4% | +6.0% | +1.1% |
| 6M | +46.7% | -14.4% | +61.0% | +56.4% |
| YTD | +14.0% | -5.5% | +19.5% | +15.7% |
| 1Y | +76.5% | -7.3% | +83.9% | +80.8% |
| 3Y | -11.7% | +9.9% | -21.6% | -18.6% |
| 5Y | -39.3% | -31.6% | -7.7% | -31.2% |
| 10Y | +154.1% | +103.7% | +50.4% | +61.5% |
| All | +142.4% | +1,546.4% | -1,403.9% | -56.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling