+2,593.7%
NOW vs BRKR
+320.0%
+2,273.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.1% |
| 7D | -6.2% | -8.7% | +2.5% | -3.0% |
| 30D | +6.1% | -9.9% | +15.9% | +10.0% |
| 3M | +28.6% | -3.1% | +31.7% | +25.6% |
| 6M | +14.6% | +45.5% | -30.9% | -6.1% |
| YTD | -13.5% | +13.7% | -27.2% | -22.6% |
| 1Y | -29.4% | +67.4% | -96.8% | -47.3% |
| 3Y | +9.4% | -13.2% | +22.6% | -0.7% |
| 5Y | +2.3% | -39.5% | +41.7% | +8.5% |
| 10Y | +800.6% | +153.5% | +647.1% | +392.2% |
| All | +2,593.7% | +320.0% | +2,273.7% | +1,211.8% |
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