+149.3%
BWA vs BRKR
+155.3%
-6.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | -1.3% | -8.7% | +7.3% | +1.4% |
| 30D | -2.9% | -9.9% | +6.9% | 0.0% |
| 3M | -10.7% | -3.1% | -7.6% | -11.6% |
| 6M | +26.5% | +45.5% | -19.0% | +8.8% |
| YTD | +49.1% | +13.7% | +35.4% | +37.8% |
| 1Y | +52.1% | +67.4% | -15.4% | +22.6% |
| 3Y | +72.6% | -13.2% | +85.8% | +63.1% |
| 5Y | +89.4% | -39.5% | +128.9% | +98.2% |
| All | +149.3% | +155.3% | -6.0% | +54.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling