+10.5%
IYR vs BRKR
+47.8%
-37.3%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.0% | +7.3% | -1.4% |
| 7D | +2.8% | -6.4% | +9.1% | +2.9% |
| 30D | +7.3% | -4.0% | +11.4% | +7.4% |
| 3M | -2.0% | +10.7% | -12.8% | -2.4% |
| 6M | +1.5% | +53.0% | -51.5% | -1.8% |
| YTD | +10.5% | +23.6% | -13.1% | +6.4% |
| 1Y | +10.5% | +45.0% | -34.5% | +2.5% |
| All | +10.5% | +47.8% | -37.3% | +2.5% |
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 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