+110.1%
DELL vs BRKR
+47.8%
+62.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -9.0% | -5.9% | -12.3% |
| 7D | -33.4% | -6.4% | -27.0% | -31.8% |
| 30D | -44.7% | -4.0% | -40.7% | -43.8% |
| 3M | -31.4% | +10.7% | -42.2% | -32.8% |
| 6M | +46.9% | +53.0% | -6.1% | +27.7% |
| YTD | +154.4% | +23.6% | +130.8% | +125.2% |
| 1Y | +110.1% | +45.0% | +65.1% | +75.4% |
| All | +110.1% | +47.8% | +62.3% | +75.4% |
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