+2,137.8%
BWA vs BRKR
+172.5%
+1,965.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | -1.3% | -8.7% | +7.3% | +0.3% |
| 30D | -2.9% | -9.9% | +6.9% | -1.1% |
| 3M | -10.7% | -3.1% | -7.6% | -11.1% |
| 6M | +26.5% | +45.5% | -19.0% | +16.1% |
| YTD | +49.1% | +13.7% | +35.4% | +42.8% |
| 1Y | +52.1% | +67.4% | -15.4% | +34.8% |
| 3Y | +72.6% | -13.2% | +85.8% | +68.3% |
| 5Y | +89.4% | -39.5% | +128.9% | +94.8% |
| 10Y | +157.7% | +153.5% | +4.2% | +103.6% |
| All | +2,137.8% | +172.5% | +1,965.3% | +1,263.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling