+106.0%
DAL vs BRKR
-39.7%
+145.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.4% | +2.2% |
| 7D | -0.3% | -8.7% | +8.3% | +2.4% |
| 30D | -11.1% | -9.9% | -1.3% | -8.6% |
| 3M | -2.1% | -3.1% | +1.0% | -3.6% |
| 6M | +35.8% | +45.5% | -9.7% | +14.8% |
| YTD | +16.0% | +13.7% | +2.4% | +6.1% |
| 1Y | +33.7% | +67.4% | -33.8% | +5.8% |
| 3Y | +102.3% | -13.2% | +115.5% | +87.4% |
| All | +106.0% | -39.7% | +145.8% | +88.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling