+955.5%
CAH vs BRKR
+172.5%
+783.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -5.1% | -8.7% | +3.6% | -4.2% |
| 30D | +0.2% | -9.9% | +10.0% | +1.2% |
| 3M | +6.3% | -3.1% | +9.4% | +6.0% |
| 6M | +9.4% | +45.5% | -36.1% | +3.5% |
| YTD | +15.0% | +13.7% | +1.3% | +11.5% |
| 1Y | +55.4% | +67.4% | -12.0% | +43.7% |
| 3Y | +173.8% | -13.2% | +187.0% | +166.6% |
| 5Y | +395.2% | -39.5% | +434.7% | +396.7% |
| 10Y | +293.2% | +153.5% | +139.8% | +233.2% |
| All | +955.5% | +172.5% | +783.0% | +636.6% |
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