-40.6%
DIS vs BRKR
-39.7%
-0.8%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | +1.2% | -8.7% | +9.8% | +3.0% |
| 30D | +3.2% | -9.9% | +13.1% | +5.2% |
| 3M | +7.0% | -3.1% | +10.1% | +5.8% |
| 6M | +6.4% | +45.5% | -39.1% | -5.6% |
| YTD | -5.6% | +13.7% | -19.3% | -11.7% |
| 1Y | -7.7% | +67.4% | -75.1% | -22.0% |
| 3Y | +33.2% | -13.2% | +46.4% | +24.7% |
| All | -40.6% | -39.7% | -0.8% | -43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling