-36.8%
BRKR vs URA
+91.2%
-128.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -9.2% |
| 3M | -3.1% | -2.9% | -0.2% | -2.8% |
| 6M | +45.5% | -15.2% | +60.7% | +49.6% |
| YTD | +13.7% | +1.9% | +11.8% | +11.9% |
| 1Y | +67.4% | +6.9% | +60.5% | +61.0% |
| 3Y | -13.2% | +99.6% | -112.8% | -30.7% |
| All | -36.8% | +91.2% | -128.1% | -51.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling