+477.5%
P vs BRKR
+228.9%
+248.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.6% | +4.4% |
| 7D | -1.3% | -8.7% | +7.3% | +2.2% |
| 30D | -11.9% | -9.9% | -2.0% | -8.6% |
| 3M | +41.6% | -3.1% | +44.7% | +39.4% |
| 6M | +58.1% | +45.5% | +12.6% | +27.7% |
| YTD | +46.5% | +13.7% | +32.8% | +30.2% |
| 1Y | +19.1% | +67.4% | -48.4% | -12.5% |
| 3Y | +150.6% | -13.2% | +163.8% | +127.5% |
| 5Y | +271.8% | -39.5% | +311.2% | +291.2% |
| 10Y | +706.1% | +153.5% | +552.6% | +327.0% |
| All | +477.5% | +228.9% | +248.7% | +278.5% |
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