+43.7%
EWT vs BRKR
+53.7%
-9.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +5.6% | -1.7% | +2.9% |
| 7D | -11.7% | +7.4% | -19.2% | -12.6% |
| 30D | -23.2% | +2.7% | -25.9% | -23.4% |
| 3M | -12.5% | +19.7% | -32.2% | -14.7% |
| 6M | -5.9% | +45.2% | -51.1% | -13.5% |
| YTD | +40.5% | +30.6% | +9.9% | +27.5% |
| 1Y | +43.7% | +56.6% | -12.9% | +29.5% |
| All | +43.7% | +53.7% | -9.9% | +29.5% |
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