+206.4%
HD vs BRKR
+155.3%
+51.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | -3.8% | -8.7% | +4.8% | -1.8% |
| 30D | -9.4% | -9.9% | +0.4% | -7.4% |
| 3M | -4.6% | -3.1% | -1.5% | -5.7% |
| 6M | -10.1% | +45.5% | -55.6% | -20.9% |
| YTD | -8.3% | +13.7% | -22.0% | -14.6% |
| 1Y | -25.0% | +67.4% | -92.4% | -37.8% |
| 3Y | +1.5% | -13.2% | +14.8% | -4.0% |
| 5Y | +5.6% | -39.5% | +45.1% | +9.4% |
| All | +206.4% | +155.3% | +51.1% | +98.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling