+103.2%
INTC vs BRKR
-39.7%
+143.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.9% | +2.7% |
| 7D | +7.5% | -8.7% | +16.1% | +10.3% |
| 30D | +2.0% | -9.9% | +11.8% | +5.0% |
| 3M | -12.0% | -3.1% | -8.9% | -13.5% |
| 6M | +114.5% | +45.5% | +69.1% | +81.2% |
| YTD | +179.0% | +13.7% | +165.3% | +156.2% |
| 1Y | +318.3% | +67.4% | +250.9% | +232.0% |
| 3Y | +171.2% | -13.2% | +184.4% | +155.6% |
| All | +103.2% | -39.7% | +143.0% | +92.5% |
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