+41.5%
ESI vs BRKR
+100.6%
-59.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.5% | +4.5% | +3.3% |
| 7D | +3.3% | +2.5% | +0.8% | +2.8% |
| 30D | -5.9% | +11.5% | -17.4% | -8.1% |
| 3M | -14.1% | -2.4% | -11.7% | -15.0% |
| 6M | +6.6% | +52.3% | -45.7% | -7.7% |
| YTD | +45.0% | +24.5% | +20.6% | +32.1% |
| 1Y | +41.5% | +97.3% | -55.9% | +12.5% |
| All | +41.5% | +100.6% | -59.1% | +12.5% |
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