+55.9%
BWA vs BRKR
+100.6%
-44.7%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +3.1% |
| 7D | +5.7% | +2.5% | +3.2% | +5.1% |
| 30D | +1.4% | +11.5% | -10.1% | -1.0% |
| 3M | -12.1% | -2.4% | -9.7% | -12.8% |
| 6M | +28.6% | +52.3% | -23.7% | +13.8% |
| YTD | +51.1% | +24.5% | +26.6% | +37.7% |
| 1Y | +55.9% | +97.3% | -41.5% | +33.5% |
| All | +55.9% | +100.6% | -44.7% | +33.5% |
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