+937.3%
EQT vs BRKR
+173.2%
+764.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.8% |
| 7D | -1.2% | -9.8% | +8.7% | 0.0% |
| 30D | +1.1% | -6.1% | +7.2% | +1.7% |
| 3M | +4.8% | -2.4% | +7.2% | +4.3% |
| 6M | -10.6% | +46.7% | -57.3% | -15.9% |
| YTD | +3.4% | +14.0% | -10.5% | +0.1% |
| 1Y | +8.7% | +76.5% | -67.9% | -0.8% |
| 3Y | +35.0% | -11.7% | +46.7% | +31.1% |
| 5Y | +204.2% | -39.3% | +243.6% | +205.7% |
| 10Y | +52.5% | +154.1% | -101.6% | +26.1% |
| All | +937.3% | +173.2% | +764.1% | +639.7% |
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 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