-30.4%
ELAN vs BRKR
-39.7%
+9.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | -5.4% | -8.7% | +3.2% | -2.4% |
| 30D | +4.7% | -9.9% | +14.6% | +8.3% |
| 3M | -3.7% | -3.1% | -0.6% | -5.4% |
| 6M | -1.2% | +45.5% | -46.7% | -17.8% |
| YTD | +2.4% | +13.7% | -11.3% | -7.5% |
| 1Y | +23.4% | +67.4% | -44.1% | -5.7% |
| 3Y | +96.7% | -13.2% | +109.9% | +81.8% |
| All | -30.4% | -39.7% | +9.4% | -33.3% |
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