+3,090.1%
IRM vs BRKR
+172.5%
+2,917.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.3% | +2.0% |
| 7D | -1.4% | -8.7% | +7.2% | -0.4% |
| 30D | -7.4% | -9.9% | +2.5% | -6.3% |
| 3M | -7.4% | -3.1% | -4.3% | -7.7% |
| 6M | +8.7% | +45.5% | -36.8% | +2.7% |
| YTD | +40.9% | +13.7% | +27.3% | +36.6% |
| 1Y | +20.5% | +67.4% | -46.9% | +11.2% |
| 3Y | +101.7% | -13.2% | +114.9% | +97.8% |
| 5Y | +197.7% | -39.5% | +237.1% | +201.5% |
| 10Y | +439.5% | +153.5% | +286.0% | +365.7% |
| All | +3,090.1% | +172.5% | +2,917.6% | +2,224.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling