-5.3%
BURL vs BRKR
+65.8%
-71.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +12.9% | -5.2% | +6.0% |
| 7D | +10.4% | +2.9% | +7.5% | +9.7% |
| 30D | -4.9% | -0.1% | -4.8% | -5.2% |
| 3M | -29.8% | +26.9% | -56.7% | -32.4% |
| 6M | -16.5% | +75.6% | -92.0% | -27.8% |
| YTD | -10.5% | +35.8% | -46.4% | -19.1% |
| 1Y | -5.3% | +58.6% | -64.0% | -18.1% |
| All | -5.3% | +65.8% | -71.1% | -18.1% |
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