+1,290.2%
DTE vs BRKR
+172.5%
+1,117.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -2.6% | -8.7% | +6.1% | -2.0% |
| 30D | -4.4% | -9.9% | +5.5% | -3.8% |
| 3M | -8.3% | -3.1% | -5.3% | -8.5% |
| 6M | -8.1% | +45.5% | -53.6% | -11.2% |
| YTD | +4.4% | +13.7% | -9.3% | +2.4% |
| 1Y | +0.2% | +67.4% | -67.3% | -4.7% |
| 3Y | +42.6% | -13.2% | +55.8% | +40.4% |
| 5Y | +31.5% | -39.5% | +70.9% | +31.8% |
| 10Y | +138.2% | +153.5% | -15.2% | +115.7% |
| All | +1,290.2% | +172.5% | +1,117.7% | +1,030.2% |
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