+252.7%
HIG vs BRKR
+172.5%
+80.3%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -1.5% | -8.7% | +7.2% | +0.6% |
| 30D | -0.4% | -9.9% | +9.5% | +1.8% |
| 3M | +6.7% | -3.1% | +9.8% | +5.6% |
| 6M | +2.0% | +45.5% | -43.5% | -9.8% |
| YTD | +0.3% | +13.7% | -13.4% | -6.5% |
| 1Y | +4.2% | +67.4% | -63.2% | -12.4% |
| 3Y | +102.2% | -13.2% | +115.4% | +89.2% |
| 5Y | +118.5% | -39.5% | +158.0% | +118.2% |
| 10Y | +311.1% | +153.5% | +157.7% | +174.5% |
| All | +252.7% | +172.5% | +80.3% | +66.7% |
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 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