+172.6%
FN vs BRKR
-11.8%
+184.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.9% | +2.7% |
| 7D | +1.8% | -8.7% | +10.4% | +3.5% |
| 30D | -27.5% | -9.9% | -17.7% | -26.2% |
| 3M | -28.8% | -3.1% | -25.7% | -30.2% |
| 6M | -20.9% | +45.5% | -66.4% | -31.4% |
| YTD | -8.9% | +13.7% | -22.6% | -16.2% |
| 1Y | +14.5% | +67.4% | -53.0% | -5.8% |
| 3Y | +172.6% | -13.2% | +185.9% | +159.8% |
| All | +172.6% | -11.8% | +184.4% | +159.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling