+38.0%
GEV vs BRKR
+47.8%
-9.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -9.0% | +1.5% | -6.2% |
| 7D | -13.2% | -6.4% | -6.9% | -12.2% |
| 30D | -25.1% | -4.0% | -21.1% | -24.6% |
| 3M | -24.3% | +10.7% | -35.0% | -25.6% |
| 6M | -29.6% | +53.0% | -82.6% | -36.0% |
| YTD | +18.2% | +23.6% | -5.5% | +6.6% |
| 1Y | +38.0% | +45.0% | -7.0% | +23.0% |
| All | +38.0% | +47.8% | -9.8% | +23.0% |
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