+1,531.9%
NET vs BRKR
+57.0%
+1,475.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +8.5% | +0.8% | +5.7% |
| 7D | +10.8% | +19.5% | -8.7% | +2.6% |
| 30D | -18.6% | +13.1% | -31.7% | -22.7% |
| 3M | -2.2% | +24.7% | -26.9% | -12.0% |
| 6M | +49.8% | +50.9% | -1.2% | +17.5% |
| YTD | +49.0% | +41.7% | +7.3% | +17.1% |
| 1Y | +26.2% | +67.3% | -41.2% | -9.6% |
| 3Y | +372.4% | +17.6% | +354.8% | +258.4% |
| 5Y | +43.6% | -18.1% | +61.7% | +36.6% |
| All | +1,531.9% | +57.0% | +1,475.0% | +1,070.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling