+91.4%
EXPE vs BRKR
-39.7%
+131.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.7% | +1.5% |
| 7D | -5.8% | -8.7% | +2.9% | -3.4% |
| 30D | -13.6% | -9.9% | -3.8% | -11.4% |
| 3M | +25.2% | -3.1% | +28.3% | +22.9% |
| 6M | +22.3% | +45.5% | -23.1% | +3.6% |
| YTD | -0.3% | +13.7% | -14.0% | -9.0% |
| 1Y | +27.8% | +67.4% | -39.6% | +1.1% |
| 3Y | +162.4% | -13.2% | +175.7% | +142.2% |
| All | +91.4% | -39.7% | +131.1% | +91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling