+45.0%
BRKR vs TXT
+7.4%
+37.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.6% | -7.3% | -8.6% |
| 7D | -6.4% | -2.5% | -3.8% | -5.8% |
| 30D | -4.0% | +12.8% | -16.9% | -6.7% |
| 3M | +10.7% | -3.6% | +14.4% | +12.6% |
| 6M | +53.0% | -6.9% | +59.9% | +56.3% |
| YTD | +23.6% | -2.2% | +25.8% | +18.5% |
| 1Y | +45.0% | +6.3% | +38.8% | +26.6% |
| All | +45.0% | +7.4% | +37.7% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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