+1,579.3%
CB vs BRKR
+172.5%
+1,406.8%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -0.7% | -8.7% | +8.0% | +0.4% |
| 30D | -1.2% | -9.9% | +8.7% | -0.1% |
| 3M | +3.8% | -3.1% | +6.9% | +3.3% |
| 6M | +5.8% | +45.5% | -39.7% | -0.6% |
| YTD | +9.4% | +13.7% | -4.3% | +5.6% |
| 1Y | +20.7% | +67.4% | -46.8% | +10.5% |
| 3Y | +70.1% | -13.2% | +83.3% | +64.7% |
| 5Y | +101.4% | -39.5% | +140.8% | +101.6% |
| 10Y | +225.0% | +153.5% | +71.6% | +168.4% |
| All | +1,579.3% | +172.5% | +1,406.8% | +1,014.1% |
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 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