+56.6%
BRKR vs WTW
+3.6%
+53.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.3% | +7.9% | +5.2% |
| 7D | +7.4% | +1.4% | +6.1% | +7.6% |
| 30D | +2.7% | +13.1% | -10.5% | +4.8% |
| 3M | +19.7% | -3.0% | +22.6% | +19.9% |
| 6M | +45.2% | +31.2% | +14.0% | +54.5% |
| YTD | +30.6% | +1.1% | +29.4% | +38.5% |
| 1Y | +56.6% | +3.4% | +53.2% | +68.3% |
| All | +56.6% | +3.6% | +53.0% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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