+19.3%
PH vs BRKR
+65.8%
-46.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +12.9% | -16.6% | -4.7% |
| 7D | -0.2% | +2.9% | -3.1% | -0.4% |
| 30D | -6.7% | -0.1% | -6.6% | -6.7% |
| 3M | -8.1% | +26.9% | -35.0% | -10.5% |
| 6M | +5.3% | +75.6% | -70.3% | -3.7% |
| YTD | +4.2% | +35.8% | -31.6% | -2.4% |
| 1Y | +19.3% | +58.6% | -39.3% | +10.6% |
| All | +19.3% | +65.8% | -46.5% | +10.6% |
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