+872.2%
CDW vs BRKR
+242.4%
+629.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.2% | +8.1% | +7.9% |
| 7D | +0.9% | -8.7% | +9.6% | +3.3% |
| 30D | +13.1% | -9.9% | +22.9% | +16.0% |
| 3M | +19.7% | -3.1% | +22.8% | +17.7% |
| 6M | +30.7% | +45.5% | -14.8% | +11.6% |
| YTD | +14.7% | +13.7% | +1.0% | +4.9% |
| 1Y | -5.3% | +67.4% | -72.7% | -24.4% |
| 3Y | -23.8% | -13.2% | -10.6% | -28.9% |
| 5Y | -16.8% | -39.5% | +22.7% | -14.5% |
| 10Y | +299.0% | +153.5% | +145.5% | +168.0% |
| All | +872.2% | +242.4% | +629.8% | +580.4% |
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