+5,074.9%
DELL vs BRKR
+153.1%
+4,921.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.2% | +12.1% |
| 7D | +8.2% | -8.7% | +16.9% | +11.4% |
| 30D | +17.1% | -9.9% | +26.9% | +21.1% |
| 3M | +45.2% | -3.1% | +48.2% | +42.9% |
| 6M | +286.8% | +45.5% | +241.3% | +231.0% |
| YTD | +354.8% | +13.7% | +341.1% | +318.7% |
| 1Y | +358.3% | +67.4% | +290.8% | +264.2% |
| 3Y | +724.9% | -13.2% | +738.1% | +682.6% |
| 5Y | +1,193.7% | -39.5% | +1,233.2% | +1,258.2% |
| 10Y | +4,433.8% | +153.5% | +4,280.3% | +2,784.2% |
| All | +5,074.9% | +153.1% | +4,921.8% | +3,166.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling