-12.0%
BURL vs BRKR
+100.6%
-112.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.2% | +2.8% |
| 7D | -2.8% | +2.5% | -5.3% | -3.1% |
| 30D | -28.2% | +11.5% | -39.7% | -29.2% |
| 3M | -17.6% | -2.4% | -15.2% | -18.2% |
| 6M | -11.8% | +52.3% | -64.1% | -19.5% |
| YTD | -8.1% | +24.5% | -32.6% | -14.3% |
| 1Y | -12.0% | +97.3% | -109.3% | -20.9% |
| All | -12.0% | +100.6% | -112.5% | -20.9% |
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