+188.8%
BRKR vs WTW
+1,102.0%
-913.2%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | -8.7% | -5.7% | -3.0% | -6.3% |
| 30D | -9.9% | -7.3% | -2.6% | -7.0% |
| 3M | -3.1% | +21.5% | -24.5% | -11.2% |
| 6M | +45.5% | +9.6% | +35.9% | +37.5% |
| YTD | +13.7% | -3.3% | +17.0% | +12.5% |
| 1Y | +67.4% | -6.1% | +73.6% | +67.3% |
| 3Y | -13.2% | +61.8% | -75.1% | -33.5% |
| 5Y | -39.5% | +42.7% | -82.2% | -51.2% |
| 10Y | +153.5% | +197.2% | -43.8% | +43.2% |
| All | +188.8% | +1,102.0% | -913.2% | +15.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling