+32.0%
DRI vs BRKR
+65.8%
-33.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +12.9% | -7.8% | +4.3% |
| 7D | +6.5% | +2.9% | +3.6% | +6.1% |
| 30D | +16.4% | -0.1% | +16.5% | +16.2% |
| 3M | +13.6% | +26.9% | -13.3% | +11.2% |
| 6M | +22.0% | +75.6% | -53.6% | +12.9% |
| YTD | +29.3% | +35.8% | -6.5% | +23.4% |
| 1Y | +32.0% | +58.6% | -26.6% | +17.5% |
| All | +32.0% | +65.8% | -33.8% | +17.5% |
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