+83.7%
IVV vs BRKR
-39.7%
+123.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | -0.8% | -8.7% | +7.9% | +0.7% |
| 30D | -1.1% | -9.9% | +8.8% | +0.6% |
| 3M | +3.9% | -3.1% | +7.0% | +3.0% |
| 6M | +13.6% | +45.5% | -31.9% | +3.0% |
| YTD | +12.7% | +13.7% | -1.0% | +6.9% |
| 1Y | +17.6% | +67.4% | -49.9% | +2.0% |
| 3Y | +77.3% | -13.2% | +90.5% | +69.5% |
| All | +83.7% | -39.7% | +123.4% | +80.9% |
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