+89.6%
HPE vs BRKR
+47.8%
+41.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | -9.0% | -2.9% | -10.0% |
| 7D | -25.0% | -6.4% | -18.6% | -23.8% |
| 30D | -37.3% | -4.0% | -33.3% | -36.7% |
| 3M | -16.8% | +10.7% | -27.6% | -18.0% |
| 6M | +47.8% | +53.0% | -5.2% | +33.6% |
| YTD | +86.0% | +23.6% | +62.4% | +71.0% |
| 1Y | +89.6% | +45.0% | +44.6% | +65.4% |
| All | +89.6% | +47.8% | +41.8% | +65.4% |
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