+1,384.7%
NI vs BRKR
+172.5%
+1,212.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | 0.0% | -8.7% | +8.7% | +0.8% |
| 30D | -1.4% | -9.9% | +8.5% | -0.5% |
| 3M | -10.6% | -3.1% | -7.5% | -10.8% |
| 6M | -9.3% | +45.5% | -54.8% | -13.3% |
| YTD | +1.1% | +13.7% | -12.5% | -1.4% |
| 1Y | +3.4% | +67.4% | -64.1% | -3.1% |
| 3Y | +67.9% | -13.2% | +81.1% | +64.4% |
| 5Y | +98.0% | -39.5% | +137.4% | +98.6% |
| 10Y | +143.6% | +153.5% | -9.9% | +112.8% |
| All | +1,384.7% | +172.5% | +1,212.2% | +1,038.2% |
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