+319.1%
DELL vs BRKR
+100.6%
+218.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.8% |
| 7D | +14.9% | +2.5% | +12.4% | +14.4% |
| 30D | +13.3% | +11.5% | +1.8% | +11.1% |
| 3M | +24.4% | -2.4% | +26.8% | +22.5% |
| 6M | +258.0% | +52.3% | +205.7% | +222.2% |
| YTD | +320.2% | +24.5% | +295.7% | +283.8% |
| 1Y | +319.1% | +97.3% | +221.7% | +264.9% |
| All | +319.1% | +100.6% | +218.5% | +264.9% |
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 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