+51.0%
HPQ vs BRKR
-39.7%
+90.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.2% | +8.6% | +8.4% |
| 7D | +9.8% | -8.7% | +18.4% | +11.6% |
| 30D | +22.4% | -9.9% | +32.2% | +24.5% |
| 3M | +45.2% | -3.1% | +48.2% | +42.5% |
| 6M | +96.4% | +45.5% | +50.9% | +71.7% |
| YTD | +65.4% | +13.7% | +51.7% | +53.3% |
| 1Y | +31.6% | +67.4% | -35.9% | +8.3% |
| 3Y | +37.0% | -13.2% | +50.2% | +25.9% |
| All | +51.0% | -39.7% | +90.7% | +32.6% |
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