+252.1%
INTC vs BRKR
+155.3%
+96.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.9% | +2.7% |
| 7D | +7.5% | -8.7% | +16.1% | +10.9% |
| 30D | +2.0% | -9.9% | +11.8% | +5.5% |
| 3M | -12.0% | -3.1% | -8.9% | -13.6% |
| 6M | +114.5% | +45.5% | +69.1% | +77.0% |
| YTD | +179.0% | +13.7% | +165.3% | +152.9% |
| 1Y | +318.3% | +67.4% | +250.9% | +220.7% |
| 3Y | +171.2% | -13.2% | +184.4% | +154.4% |
| 5Y | +107.6% | -39.5% | +147.1% | +120.1% |
| All | +252.1% | +155.3% | +96.8% | +115.3% |
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