+141.2%
PH vs BRKR
-11.8%
+152.9%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | -1.3% | -8.7% | +7.4% | +0.4% |
| 30D | -11.0% | -9.9% | -1.1% | -9.4% |
| 3M | +5.5% | -3.1% | +8.6% | +4.7% |
| 6M | +1.5% | +45.5% | -44.0% | -9.1% |
| YTD | +8.8% | +13.7% | -4.9% | +2.6% |
| 1Y | +24.5% | +67.4% | -42.9% | +5.7% |
| 3Y | +141.2% | -13.2% | +154.4% | +138.8% |
| All | +141.2% | -11.8% | +152.9% | +138.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling