+21.7%
EW vs BRKR
+47.8%
-26.1%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.0% | +10.4% | +2.6% |
| 7D | +6.8% | -6.4% | +13.1% | +7.4% |
| 30D | +16.6% | -4.0% | +20.6% | +16.8% |
| 3M | +13.3% | +10.7% | +2.6% | +11.2% |
| 6M | +21.6% | +53.0% | -31.4% | +7.8% |
| YTD | +18.3% | +23.6% | -5.4% | +8.6% |
| 1Y | +21.7% | +45.0% | -23.3% | +6.8% |
| All | +21.7% | +47.8% | -26.1% | +6.8% |
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 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