-10.1%
DIS vs BRKR
+100.6%
-110.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.6% |
| 7D | -2.6% | +2.5% | -5.1% | -2.8% |
| 30D | +3.5% | +11.5% | -8.0% | +2.2% |
| 3M | +6.8% | -2.4% | +9.2% | +6.1% |
| 6M | +3.0% | +52.3% | -49.3% | -6.6% |
| YTD | -6.7% | +24.5% | -31.2% | -13.6% |
| 1Y | -10.1% | +97.3% | -107.4% | -16.5% |
| All | -10.1% | +100.6% | -110.7% | -16.5% |
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