+14.8%
IVV vs BRKR
+65.8%
-51.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +12.9% | -11.3% | +0.6% |
| 7D | -0.7% | +2.9% | -3.6% | -1.0% |
| 30D | -1.0% | -0.1% | -0.9% | -1.2% |
| 3M | -0.3% | +26.9% | -27.2% | -2.4% |
| 6M | +7.4% | +75.6% | -68.2% | -1.3% |
| YTD | +13.4% | +35.8% | -22.5% | +6.3% |
| 1Y | +14.8% | +58.6% | -43.8% | +4.4% |
| All | +14.8% | +65.8% | -51.0% | +4.4% |
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