+253.4%
M vs BRKR
+172.5%
+80.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.2% | +8.0% | +7.8% |
| 7D | -4.2% | -8.7% | +4.5% | -2.4% |
| 30D | -7.2% | -9.9% | +2.7% | -5.3% |
| 3M | -11.1% | -3.1% | -8.1% | -11.7% |
| 6M | +28.8% | +45.5% | -16.7% | +16.8% |
| YTD | +2.0% | +13.7% | -11.6% | -3.1% |
| 1Y | +31.3% | +67.4% | -36.2% | +14.6% |
| 3Y | +119.1% | -13.2% | +132.3% | +113.5% |
| 5Y | +29.7% | -39.5% | +69.1% | +35.0% |
| 10Y | -3.6% | +153.5% | -157.1% | -22.5% |
| All | +253.4% | +172.5% | +80.9% | +127.6% |
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