+851.5%
DE vs BRKR
+155.3%
+696.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -2.6% | -8.7% | +6.1% | -0.3% |
| 30D | +9.0% | -9.9% | +18.9% | +11.7% |
| 3M | +19.1% | -3.1% | +22.2% | +17.7% |
| 6M | +14.4% | +45.5% | -31.1% | -0.5% |
| YTD | +45.9% | +13.7% | +32.3% | +35.0% |
| 1Y | +43.6% | +67.4% | -23.8% | +16.9% |
| 3Y | +75.9% | -13.2% | +89.1% | +65.7% |
| 5Y | +98.8% | -39.5% | +138.2% | +107.1% |
| All | +851.5% | +155.3% | +696.1% | +475.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling