+26.0%
C vs BRKR
+65.8%
-39.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +12.9% | -11.2% | +0.1% |
| 7D | +1.1% | +2.9% | -1.8% | +0.6% |
| 30D | -2.4% | -0.1% | -2.3% | -2.6% |
| 3M | -8.4% | +26.9% | -35.3% | -11.6% |
| 6M | +0.3% | +75.6% | -75.2% | -15.3% |
| YTD | +9.1% | +35.8% | -26.7% | -1.8% |
| 1Y | +26.0% | +58.6% | -32.6% | +9.1% |
| All | +26.0% | +65.8% | -39.8% | +9.1% |
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