+1,649.2%
HAS vs BRKR
+173.2%
+1,476.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.6% |
| 7D | -3.1% | -9.8% | +6.8% | -1.6% |
| 30D | -6.4% | -6.1% | -0.3% | -5.7% |
| 3M | +10.4% | -2.4% | +12.8% | +9.9% |
| 6M | -3.7% | +46.7% | -50.4% | -10.2% |
| YTD | +12.5% | +14.0% | -1.5% | +8.4% |
| 1Y | +19.8% | +76.5% | -56.7% | +8.0% |
| 3Y | +46.0% | -11.7% | +57.7% | +42.9% |
| 5Y | +12.5% | -39.3% | +51.8% | +14.8% |
| 10Y | +58.1% | +154.1% | -96.0% | +34.4% |
| All | +1,649.2% | +173.2% | +1,476.0% | +1,076.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling