+358.3%
DELL vs BRKR
+75.9%
+282.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.2% | +12.0% |
| 7D | +8.2% | -8.7% | +16.9% | +10.3% |
| 30D | +17.1% | -9.9% | +26.9% | +19.7% |
| 3M | +45.2% | -3.1% | +48.2% | +41.9% |
| 6M | +286.8% | +45.5% | +241.3% | +251.8% |
| YTD | +354.8% | +13.7% | +341.1% | +322.1% |
| 1Y | +358.3% | +67.4% | +290.8% | +324.3% |
| All | +358.3% | +75.9% | +282.3% | +324.3% |
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