+61.6%
PBR vs BRKR
+47.8%
+13.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.0% | +4.9% | -4.9% |
| 7D | -14.2% | -6.4% | -7.8% | -14.3% |
| 30D | -21.0% | -4.0% | -17.0% | -20.9% |
| 3M | +5.4% | +10.7% | -5.3% | +7.0% |
| 6M | -10.4% | +53.0% | -63.4% | -4.3% |
| YTD | +65.5% | +23.6% | +41.9% | +72.5% |
| 1Y | +61.6% | +45.0% | +16.5% | +68.4% |
| All | +61.6% | +47.8% | +13.8% | +68.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling