+101.5%
BTSG vs BRKR
+47.8%
+53.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -9.0% | +3.3% | -4.3% |
| 7D | +9.4% | -6.4% | +15.7% | +10.2% |
| 30D | +3.3% | -4.0% | +7.3% | +3.6% |
| 3M | +4.5% | +10.7% | -6.2% | +1.4% |
| 6M | +28.0% | +53.0% | -25.0% | +10.4% |
| YTD | +75.9% | +23.6% | +52.2% | +56.4% |
| 1Y | +101.5% | +45.0% | +56.5% | +58.9% |
| All | +101.5% | +47.8% | +53.7% | +58.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling