+662.0%
PBR vs BRKR
+155.3%
+506.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | +5.4% | -8.7% | +14.0% | +7.2% |
| 30D | +22.9% | -9.9% | +32.7% | +25.2% |
| 3M | +19.6% | -3.1% | +22.7% | +18.6% |
| 6M | +16.5% | +45.5% | -29.0% | +3.9% |
| YTD | +86.7% | +13.7% | +73.0% | +75.2% |
| 1Y | +74.7% | +67.4% | +7.3% | +47.3% |
| 3Y | +102.6% | -13.2% | +115.8% | +90.2% |
| 5Y | +566.6% | -39.5% | +606.1% | +589.6% |
| All | +662.0% | +155.3% | +506.7% | +368.3% |
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