+3.4%
EXC vs BRKR
+65.8%
-62.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +12.9% | -11.3% | +2.6% |
| 7D | +3.3% | +2.9% | +0.4% | +3.5% |
| 30D | +13.3% | -0.1% | +13.4% | +13.4% |
| 3M | +1.8% | +26.9% | -25.1% | +4.2% |
| 6M | +1.1% | +75.6% | -74.5% | +10.0% |
| YTD | +9.0% | +35.8% | -26.8% | +15.6% |
| 1Y | +3.4% | +58.6% | -55.3% | +7.9% |
| All | +3.4% | +65.8% | -62.5% | +7.9% |
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