+413.2%
MP vs BRKR
+34.0%
+379.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.6% | -3.9% | -4.9% |
| 7D | -4.6% | -9.8% | +5.3% | -1.1% |
| 30D | -7.1% | -6.1% | -1.0% | -5.3% |
| 3M | -4.0% | -2.4% | -1.6% | -6.3% |
| 6M | -16.7% | +46.7% | -63.3% | -31.9% |
| YTD | +1.6% | +14.0% | -12.4% | -8.9% |
| 1Y | -17.8% | +76.5% | -94.3% | -39.3% |
| 3Y | +139.6% | -11.7% | +151.3% | +122.1% |
| 5Y | +50.5% | -39.3% | +89.8% | +60.4% |
| All | +413.2% | +34.0% | +379.2% | +300.9% |
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 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