+147.4%
GOOGL vs BRKR
-37.9%
+185.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.4% | +4.7% | +3.5% |
| 7D | +3.2% | -10.0% | +13.2% | +5.0% |
| 30D | +1.1% | -8.7% | +9.8% | +2.5% |
| 3M | -2.8% | -2.8% | 0.0% | -3.9% |
| 6M | +15.7% | +56.4% | -40.7% | +2.7% |
| YTD | +11.8% | +12.0% | -0.2% | +5.5% |
| 1Y | +45.5% | +71.2% | -25.7% | +24.5% |
| 3Y | +155.4% | -21.1% | +176.5% | +151.4% |
| 5Y | +147.4% | -37.6% | +185.1% | +146.8% |
| All | +147.4% | -37.9% | +185.4% | +146.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling