+70.1%
PL vs BRKR
+75.9%
-5.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | -9.2% | -8.7% | -0.5% | -8.2% |
| 30D | -32.9% | -9.9% | -23.0% | -32.0% |
| 3M | -51.9% | -3.1% | -48.8% | -52.4% |
| 6M | -35.3% | +45.5% | -80.8% | -40.3% |
| YTD | -16.6% | +13.7% | -30.3% | -21.3% |
| 1Y | +70.1% | +67.4% | +2.7% | +54.4% |
| All | +70.1% | +75.9% | -5.8% | +54.4% |
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