+36.3%
HBAN vs BRKR
-39.7%
+76.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -1.0% | -8.7% | +7.7% | +0.6% |
| 30D | -5.6% | -9.9% | +4.3% | -3.9% |
| 3M | -1.1% | -3.1% | +1.9% | -2.0% |
| 6M | +9.9% | +45.5% | -35.6% | -1.3% |
| YTD | -0.9% | +13.7% | -14.6% | -6.6% |
| 1Y | -1.4% | +67.4% | -68.8% | -15.1% |
| 3Y | +78.2% | -13.2% | +91.4% | +69.7% |
| All | +36.3% | -39.7% | +76.0% | +23.7% |
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