+30.1%
CHD vs BRKR
+47.8%
-17.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.0% | +8.4% | -1.0% |
| 7D | +5.0% | -6.4% | +11.4% | +4.7% |
| 30D | +15.3% | -4.0% | +19.4% | +15.2% |
| 3M | +7.7% | +10.7% | -3.0% | +8.4% |
| 6M | +19.8% | +53.0% | -33.2% | +17.2% |
| YTD | +34.0% | +23.6% | +10.4% | +31.0% |
| 1Y | +30.1% | +45.0% | -14.9% | +24.1% |
| All | +30.1% | +47.8% | -17.7% | +24.1% |
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