+2,336.3%
MSCI vs BRKR
+479.2%
+1,857.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | -3.2% | -8.7% | +5.5% | -0.7% |
| 30D | -1.1% | -9.9% | +8.7% | +1.6% |
| 3M | -6.3% | -3.1% | -3.3% | -7.9% |
| 6M | +2.1% | +45.5% | -43.4% | -12.9% |
| YTD | -2.3% | +13.7% | -15.9% | -10.8% |
| 1Y | -3.9% | +67.4% | -71.3% | -23.5% |
| 3Y | +7.5% | -13.2% | +20.7% | -1.5% |
| 5Y | -9.8% | -39.5% | +29.7% | -7.4% |
| 10Y | +631.1% | +153.5% | +477.6% | +362.2% |
| All | +2,336.3% | +479.2% | +1,857.1% | +1,024.2% |
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