+67.4%
BRKR vs URA
+7.9%
+59.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.0% | +0.5% |
| 7D | -8.7% | -5.5% | -3.2% | -7.5% |
| 30D | -9.9% | -3.7% | -6.2% | -9.1% |
| 3M | -3.1% | -2.9% | -0.2% | -2.7% |
| 6M | +45.5% | -15.2% | +60.7% | +49.3% |
| YTD | +13.7% | +1.9% | +11.8% | +14.9% |
| 1Y | +67.4% | +6.9% | +60.5% | +65.1% |
| All | +67.4% | +7.9% | +59.5% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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