+6,577.3%
FIX vs BRKR
+155.3%
+6,422.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.5% | +6.4% |
| 7D | +5.0% | -8.7% | +13.7% | +8.4% |
| 30D | -2.7% | -9.9% | +7.1% | +0.8% |
| 3M | -8.2% | -3.1% | -5.1% | -9.1% |
| 6M | +20.3% | +45.5% | -25.2% | -0.1% |
| YTD | +81.4% | +13.7% | +67.7% | +64.3% |
| 1Y | +121.5% | +67.4% | +54.1% | +70.1% |
| 3Y | +807.4% | -13.2% | +820.6% | +752.1% |
| 5Y | +2,306.7% | -39.5% | +2,346.2% | +2,468.9% |
| All | +6,577.3% | +155.3% | +6,422.0% | +3,750.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling