+3,509.1%
BTI vs BRKR
+172.5%
+3,336.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -0.2% | -8.7% | +8.5% | +0.4% |
| 30D | -1.1% | -9.9% | +8.8% | -0.4% |
| 3M | -8.8% | -3.1% | -5.7% | -9.0% |
| 6M | -4.0% | +45.5% | -49.4% | -7.4% |
| YTD | +0.4% | +13.7% | -13.3% | -1.7% |
| 1Y | +1.9% | +67.4% | -65.5% | -3.3% |
| 3Y | +108.5% | -13.2% | +121.7% | +104.7% |
| 5Y | +118.5% | -39.5% | +158.0% | +118.8% |
| 10Y | +75.1% | +153.5% | -78.3% | +55.8% |
| All | +3,509.1% | +172.5% | +3,336.6% | +2,721.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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