+1,055.0%
PEG vs BRKR
+172.5%
+882.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -0.9% | -8.7% | +7.8% | -0.2% |
| 30D | -3.7% | -9.9% | +6.1% | -3.0% |
| 3M | -7.3% | -3.1% | -4.2% | -7.5% |
| 6M | -10.5% | +45.5% | -56.0% | -14.0% |
| YTD | -7.5% | +13.7% | -21.2% | -9.6% |
| 1Y | -8.7% | +67.4% | -76.2% | -13.9% |
| 3Y | +31.4% | -13.2% | +44.6% | +29.0% |
| 5Y | +37.8% | -39.5% | +77.3% | +38.3% |
| 10Y | +148.0% | +153.5% | -5.5% | +120.3% |
| All | +1,055.0% | +172.5% | +882.5% | +782.4% |
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 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