+2,198.6%
EAT vs BRKR
+172.5%
+2,026.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -7.7% | -8.7% | +1.0% | -6.3% |
| 30D | -13.6% | -9.9% | -3.7% | -12.2% |
| 3M | +33.9% | -3.1% | +37.0% | +33.5% |
| 6M | +47.2% | +45.5% | +1.7% | +36.4% |
| YTD | +48.1% | +13.7% | +34.4% | +42.5% |
| 1Y | +33.7% | +67.4% | -33.7% | +20.2% |
| 3Y | +595.8% | -13.2% | +609.0% | +578.3% |
| 5Y | +314.4% | -39.5% | +353.8% | +326.1% |
| 10Y | +375.1% | +153.5% | +221.7% | +301.5% |
| All | +2,198.6% | +172.5% | +2,026.1% | +1,518.8% |
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