+2,490.6%
CTAS vs BRKR
+172.5%
+2,318.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.8% | +1.6% |
| 7D | +0.5% | -8.7% | +9.2% | +1.8% |
| 30D | -0.7% | -9.9% | +9.1% | +0.6% |
| 3M | +11.1% | -3.1% | +14.2% | +10.5% |
| 6M | +2.1% | +45.5% | -43.4% | -4.9% |
| YTD | +8.0% | +13.7% | -5.7% | +3.8% |
| 1Y | -0.5% | +67.4% | -67.9% | -10.0% |
| 3Y | +66.2% | -13.2% | +79.4% | +61.1% |
| 5Y | +109.2% | -39.5% | +148.7% | +111.7% |
| 10Y | +689.5% | +153.5% | +536.0% | +556.0% |
| All | +2,490.6% | +172.5% | +2,318.1% | +1,611.9% |
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