+2,193.0%
NDAQ vs BRKR
+1,147.8%
+1,045.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.5% |
| 7D | -5.6% | -8.7% | +3.1% | -3.8% |
| 30D | -4.4% | -9.9% | +5.5% | -2.5% |
| 3M | +5.9% | -3.1% | +9.0% | +5.1% |
| 6M | +7.7% | +45.5% | -37.8% | -3.0% |
| YTD | -5.2% | +13.7% | -18.8% | -10.4% |
| 1Y | -3.4% | +67.4% | -70.8% | -16.6% |
| 3Y | +85.6% | -13.2% | +98.8% | +77.2% |
| 5Y | +49.5% | -39.5% | +89.0% | +51.9% |
| 10Y | +366.4% | +153.5% | +212.9% | +240.8% |
| All | +2,193.0% | +1,147.8% | +1,045.3% | +1,130.0% |
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