+19.4%
HL vs BRKR
+47.8%
-28.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.0% | +5.6% | 0.0% |
| 7D | 0.0% | -6.4% | +6.4% | +2.3% |
| 30D | -15.5% | -4.0% | -11.5% | -14.3% |
| 3M | -12.6% | +10.7% | -23.4% | -15.6% |
| 6M | -15.2% | +53.0% | -68.2% | -33.2% |
| YTD | -24.7% | +23.6% | -48.3% | -32.2% |
| 1Y | +19.4% | +45.0% | -25.6% | +12.0% |
| All | +19.4% | +47.8% | -28.4% | +12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling