+328.9%
ORCL vs BRKR
+155.3%
+173.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | -5.4% | -8.7% | +3.3% | -3.0% |
| 30D | -2.0% | -9.9% | +7.9% | +0.8% |
| 3M | -18.1% | -3.1% | -15.0% | -18.8% |
| 6M | -7.2% | +45.5% | -52.7% | -18.7% |
| YTD | -22.2% | +13.7% | -35.8% | -27.4% |
| 1Y | -50.6% | +67.4% | -118.1% | -59.1% |
| 3Y | +22.9% | -13.2% | +36.1% | +17.9% |
| 5Y | +79.3% | -39.5% | +118.7% | +88.0% |
| All | +328.9% | +155.3% | +173.6% | +193.9% |
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