-39.3%
FND vs BRKR
+100.6%
-139.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.3% | +2.1% |
| 7D | -5.2% | +2.5% | -7.7% | -5.9% |
| 30D | -19.9% | +11.5% | -31.4% | -22.4% |
| 3M | +2.7% | -2.4% | +5.1% | +0.3% |
| 6M | -21.7% | +52.3% | -74.0% | -36.4% |
| YTD | -17.5% | +24.5% | -42.0% | -28.3% |
| 1Y | -39.3% | +97.3% | -136.6% | -57.2% |
| All | -39.3% | +100.6% | -139.9% | -57.2% |
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