-13.4%
FND vs BRKR
+65.8%
-79.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +12.9% | -2.0% | +7.8% |
| 7D | +12.3% | +2.9% | +9.4% | +11.3% |
| 30D | +14.7% | -0.1% | +14.8% | +14.3% |
| 3M | -12.0% | +26.9% | -38.9% | -17.8% |
| 6M | +10.8% | +75.6% | -64.8% | -14.9% |
| YTD | -12.3% | +35.8% | -48.1% | -26.2% |
| 1Y | -13.4% | +58.6% | -72.0% | -36.4% |
| All | -13.4% | +65.8% | -79.2% | -36.4% |
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 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