+728.6%
IVV vs BRKR
+173.2%
+555.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.4% |
| 7D | -2.0% | -9.8% | +7.8% | -0.6% |
| 30D | -1.6% | -6.1% | +4.4% | -0.9% |
| 3M | +4.8% | -2.4% | +7.1% | +4.1% |
| 6M | +12.6% | +46.7% | -34.1% | +4.9% |
| YTD | +11.8% | +14.0% | -2.2% | +7.6% |
| 1Y | +17.6% | +76.5% | -59.0% | +5.8% |
| 3Y | +77.0% | -11.7% | +88.7% | +71.8% |
| 5Y | +82.6% | -39.3% | +121.9% | +85.1% |
| 10Y | +319.6% | +154.1% | +165.5% | +248.3% |
| All | +728.6% | +173.2% | +555.5% | +452.6% |
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